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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YIH
426
Y-Intercept (HK)
Hong Kong
$241K +$230K +3,074 New
ADL
427
Asset Dedication LLC
California
$237K – – –
BWM
428
BNC Wealth Management
Oregon
$236K +$75 +1 +0%
XF
429
XML Financial
Maryland
$235K +$14.9K +199 +7%
GFWA
430
Grey Fox Wealth Advisors
Delaware
$234K +$822 +11 +0.4%
SCP
431
Syntal Capital Partners
Texas
$233K -$17.2K -230 -7%
Betterment LLC
432
Betterment LLC
New York
$233K +$223K +2,980 New
BO
433
Bank OZK
Arkansas
$232K -$7.69K -103 -3%
HA
434
HFG Advisors
Ohio
$232K – – –
National Bank of Canada
435
National Bank of Canada
Quebec, Canada
$231K – – –
LFA
436
Lauterbach Financial Advisors
Texas
$230K -$9.48K -127 -4%
FFA
437
Farther Finance Advisors
California
$229K -$2.69K -36 -1%
WCAMG
438
Woodard & Company Asset Management Group
North Carolina
$219K – – –
TC
439
TAP Consulting
Missouri
$218K -$1.72K -23 -0.8%
WCG
440
Weaver Consulting Group
California
$215K +$205K +2,746 New
SHGA
441
Sand Hill Global Advisors
California
$213K -$111M -1,488,175 -100%
PA
442
Pinnacle Associates
New York
$211K -$12.7K -170 -6%
KA
443
Klingman & Associates
New York
$211K +$201K +2,690 New
CS
444
Comerica Securities
Michigan
$210K -$5.45K -73 -3%
HSWM
445
Hubbell Strickland Wealth Management
Louisiana
$208K +$198K +2,654 New
WIA
446
World Investment Advisors
California
$207K +$198K +2,645 New
NW
447
NewEdge Wealth
Pennsylvania
$207K +$197K +2,642 New
HL
448
HeadInvest LLC
Maine
$207K +$195K +2,605 New
Members Trust
449
Members Trust
Florida
$206K +$197K +2,637 New
GWM
450
Greenhouse Wealth Management
Connecticut
$206K +$197K +2,633 New