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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
401
Cyndeo Wealth Partners
Florida
$479K +$469 +5 +0.1%
BCM
402
BTC Capital Management
Iowa
$474K – – –
EWA
403
Exencial Wealth Advisors
Oklahoma
$470K +$45.2K +482 +10%
KWA
404
Kingswood Wealth Advisors
California
$469K -$371K -3,957 -44%
DFG
405
Dynamic Financial Group
Iowa
$467K – – –
EWM
406
Empirical Wealth Management
Washington
$462K – – –
KHC
407
Koesten Hirschmann & Crabtree
Kansas
$462K – – –
FFP
408
FourThought Financial Partners
Florida
$460K +$35.5K +378 +8%
GS
409
GWN Securities
Florida
$456K +$464K +4,940 New
RFA
410
RTD Financial Advisors
Pennsylvania
$453K +$94 +1 +0%
WB
411
WesBanco Bank
West Virginia
$452K -$28.2K -300 -6%
TF
412
Tompkins Financial
New York
$451K – – –
BFWM
413
Bright Futures Wealth Management
New York
$447K – – –
SCM
414
SOL Capital Management
Maryland
$438K – – –
BFS
415
Bradley Foster & Sargent
Connecticut
$436K – – –
BW
416
BIP Wealth
Georgia
$433K -$5.07K -54 -1%
SFC
417
SYM Financial Corp
Indiana
$433K – – –
IAG
418
Investment Advisory Group
Massachusetts
$433K +$55.8K +595 +15%
PA
419
Parallel Advisors
California
$431K -$140K -1,487 -24%
Vanguard Personalized Indexing Management
420
Vanguard Personalized Indexing Management
California
$430K – – –
BH
421
Burk Holdings
Oklahoma
$426K – – –
MPW
422
Melone Private Wealth
Michigan
$424K -$9.48K -101 -2%
SF
423
Safeguard Financial
Wisconsin
$424K – – –
AP
424
Americana Partners
Texas
$424K -$25.6M -272,732 -98%
CCM
425
Cutler Capital Management
Massachusetts
$421K – – –