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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DFG
401
Dynamic Financial Group
Iowa
$582K -$14.1K -139 -2%
KF
402
Ketron Financial
California
$574K +$568K +5,598 New
SG
403
StoneX Group
New York
$568K +$165K +1,624 +42%
HGA
404
Hobbs Group Advisors
South Carolina
$565K +$203 +2 +0%
VFA
405
Valeo Financial Advisors
Indiana
$564K +$9.13K +90 +2%
Brown Advisory
406
Brown Advisory
Maryland
$559K -$25.3K -250 -4%
MWM
407
Meridian Wealth Management
Kentucky
$553K +$64.2K +633 +13%
BFA
408
Beaumont Financial Advisors
Massachusetts
$552K – – –
LSIA
409
LaSalle St. Investment Advisors
Illinois
$552K +$11.9K +117 +2%
PCIA
410
Prime Capital Investment Advisors
Kansas
$549K +$23.3K +230 +4%
FAM
411
Forte Asset Management
New York
$542K – – –
Pathstone Holdings
412
Pathstone Holdings
New Jersey
$542K +$2.23K +22 +0.4%
PPW
413
Presilium Private Wealth
Pennsylvania
$541K -$15.1K -149 -3%
AC
414
AWM Capital
Arizona
$540K +$2.64K +26 +0.5%
BWM
415
Braeburn Wealth Management
Michigan
$539K +$533K +5,256 New
SW
416
Simplicity Wealth
New Jersey
$537K -$90.8K -895 -15%
Bank of Montreal
417
Bank of Montreal
Ontario, Canada
$537K -$112K -1,106 -17%
Lido Advisors
418
Lido Advisors
California
$535K +$76.6K +755 +16%
CWP
419
Cyndeo Wealth Partners
Florida
$534K +$811 +8 +0.2%
IA
420
Inspire Advisors
Idaho
$534K +$151K +1,494 +40%
SM
421
Sweeney & Michel
California
$532K +$2.64K +26 +0.5%
BCM
422
Boreal Capital Management
Florida
$527K – – –
BCM
423
BTC Capital Management
Iowa
$527K – – –
GS
424
GWN Securities
Florida
$527K -$6.79K -67 -1%
FA
425
Fortis Advisors
Pennsylvania
$518K +$2.74K +27 +0.5%