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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
$580K +$105 +1 +0%
TFP
402
TrueWealth Financial Partners
Washington
$579K +$593K +5,659 New
Pathstone Holdings
403
Pathstone Holdings
New Jersey
$577K +$37.5K +358 +7%
AAS
404
Annex Advisory Services
Wisconsin
$571K -$31.5K -300 -5%
PIN
405
Prudent Investors Network
California
$570K -$10.1K -96 -2%
Bank of New York Mellon
406
Bank of New York Mellon
New York
$569K +$230K +2,197 +65%
BFWM
407
Bright Futures Wealth Management
New York
$569K -$28.2K -269 -5%
HGA
408
Hobbs Group Advisors
South Carolina
$561K -$2.41K -23 -0.4%
BFA
409
Beaumont Financial Advisors
Massachusetts
$551K – – –
PFS
410
Prospect Financial Services
New York
$550K +$289K +2,752 +105%
Lido Advisors
411
Lido Advisors
California
$547K +$1.89K +18 +0.3%
PPW
412
Presilium Private Wealth
Pennsylvania
$544K +$4.61K +44 +0.8%
RFN
413
RDA Financial Network
Iowa
$541K -$93.4K -891 -14%
FAM
414
Forte Asset Management
New York
$541K – – –
CWP
415
Cyndeo Wealth Partners
Florida
$535K +$1.89K +18 +0.3%
LSIA
416
LaSalle St. Investment Advisors
Illinois
$534K -$17.5K -167 -3%
PPWP
417
Premier Path Wealth Partners
New Jersey
$531K +$89.1K +850 +20%
BCM
418
BTC Capital Management
Iowa
$526K – – –
GS
419
GWN Securities
Florida
$525K – – –
UWS
420
Unique Wealth Strategies
Illinois
$522K +$20.2K +193 +4%
SM
421
Sweeney & Michel
California
$522K +$2.1K +20 +0.4%
AC
422
AWM Capital
Arizona
$522K -$17.1K -163 -3%
Brown Advisory
423
Brown Advisory
Maryland
$515K -$43K -410 -8%
BCM
424
Becker Capital Management
Oregon
$513K – – –
SFC
425
SYM Financial Corp
Indiana
$497K – – –