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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WB
401
WesBanco Bank
West Virginia
$482K -$64.9K -675 -11%
CWP
402
Cyndeo Wealth Partners
Florida
$480K +$769 +8 +0.2%
BCM
403
BTC Capital Management
Iowa
$476K – – –
VCP
404
Verus Capital Partners
Arizona
$470K +$25.4K +264 +5%
DFG
405
Dynamic Financial Group
Iowa
$469K +$487K +5,061 New
Envestnet Portfolio Solutions
406
Envestnet Portfolio Solutions
Illinois
$468K -$342K -3,560 -41%
KWM
407
Kingsview Wealth Management
Oregon
$466K +$109K +1,131 +29%
EWM
408
Empirical Wealth Management
Washington
$464K – – –
KHC
409
Koesten Hirschmann & Crabtree
Kansas
$463K -$2.88K -30 -0.6%
RFA
410
RTD Financial Advisors
Pennsylvania
$454K -$27.9K -290 -6%
TF
411
Tompkins Financial
New York
$452K – – –
MWM
412
Mission Wealth Management
California
$445K +$75.6K +786 +20%
BCM
413
Becker Capital Management
Oregon
$443K – – –
SCM
414
SOL Capital Management
Maryland
$440K – – –
BW
415
BIP Wealth
Georgia
$439K +$34.1K +355 +8%
BFS
416
Bradley Foster & Sargent
Connecticut
$438K – – –
MPW
417
Melone Private Wealth
Michigan
$435K +$769 +8 +0.2%
SFC
418
SYM Financial Corp
Indiana
$434K – – –
CIA
419
Choate Investment Advisors
Massachusetts
$434K – – –
Vanguard Personalized Indexing Management
420
Vanguard Personalized Indexing Management
California
$431K -$1.92K -20 -0.4%
CL
421
CIM LLC
New York
$429K +$2.31K +24 +0.5%
BH
422
Burk Holdings
Oklahoma
$428K +$444K +4,621 New
ISFAN
423
Investor's Fiduciary Advisor Network
Washington
$427K +$444K +4,616 New
EWA
424
Exencial Wealth Advisors
Oklahoma
$427K – – –
EIP
425
Ellis Investment Partners
Pennsylvania
$427K -$22.8K -237 -5%