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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
401
Exencial Wealth Advisors
Oklahoma
$470K +$45.2K +482 +10%
KWA
402
Kingswood Wealth Advisors
California
$469K -$371K -3,957 -44%
DFG
403
Dynamic Financial Group
Iowa
$467K
EWM
404
Empirical Wealth Management
Washington
$462K
KHC
405
Koesten Hirschmann & Crabtree
Kansas
$462K
FFP
406
FourThought Financial Partners
Florida
$460K +$35.5K +378 +8%
GS
407
GWN Securities
Florida
$456K +$464K +4,940 New
RFA
408
RTD Financial Advisors
Pennsylvania
$453K +$94 +1 +0%
WB
409
WesBanco Bank
West Virginia
$452K -$28.2K -300 -6%
TF
410
Tompkins Financial
New York
$451K
BFWM
411
Bright Futures Wealth Management
New York
$447K
SCM
412
SOL Capital Management
Maryland
$438K
BFS
413
Bradley Foster & Sargent
Connecticut
$436K
BW
414
BIP Wealth
Georgia
$433K -$5.07K -54 -1%
SFC
415
SYM Financial Corp
Indiana
$433K
IAG
416
Investment Advisory Group
Massachusetts
$433K +$55.8K +595 +15%
PA
417
Parallel Advisors
California
$431K -$140K -1,487 -24%
Vanguard Personalized Indexing Management
418
Vanguard Personalized Indexing Management
California
$430K
BH
419
Burk Holdings
Oklahoma
$426K
MPW
420
Melone Private Wealth
Michigan
$424K -$9.48K -101 -2%
SF
421
Safeguard Financial
Wisconsin
$424K
AP
422
Americana Partners
Texas
$424K -$25.6M -272,732 -98%
CCM
423
Cutler Capital Management
Massachusetts
$421K
CA
424
Claro Advisors
Massachusetts
$421K -$463K -4,931 -52%
CL
425
CIM LLC
New York
$416K -$12.2K -130 -3%