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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HA
426
HFG Advisors
Ohio
$221K
XF
427
XML Financial
Maryland
$219K -$4.63K -59 -2%
KWM
428
KFG Wealth Management
Indiana
$217K +$229K +2,913 New
BO
429
Bank OZK
Arkansas
$215K -$6.51K -83 -3%
CIA
430
Compass Ion Advisors
Pennsylvania
$215K +$226K +2,882 New
LFA
431
Lauterbach Financial Advisors
Texas
$214K -$5.42K -69 -2%
TC
432
TAP Consulting
Missouri
$210K +$2.43K +31 +1%
BWM
433
BNC Wealth Management
Oregon
$210K -$16K -204 -7%
JFG
434
JMG Financial Group
Illinois
$209K +$220K +2,805 New
WCAMG
435
Woodard & Company Asset Management Group
North Carolina
$209K
Chevy Chase Trust
436
Chevy Chase Trust
Maryland
$209K +$219K +2,796 New
NW
437
NewEdge Wealth
Pennsylvania
$208K +$11.8K +150 +6%
TSS
438
Two Sigma Securities
New York
$206K -$225K -2,870 -51%
WCG
439
Weaver Consulting Group
California
$205K
FIA
440
Foundations Investment Advisors
Arizona
$203K -$245K -3,119 -53%
MHIC
441
Marble Harbor Investment Counsel
Massachusetts
$202K +$213K +2,713 New
PA
442
Pinnacle Associates
New York
$201K
KA
443
Klingman & Associates
New York
$201K
Bank of Montreal
444
Bank of Montreal
Ontario, Canada
$200K -$515K -6,558 -72%
CFGS
445
Concourse Financial Group Securities
Alabama
$199K -$43.2K -550 -17%
OIA
446
Optimum Investment Advisors
Illinois
$194K
HL
447
HeadInvest LLC
Maine
$193K
National Bank of Canada
448
National Bank of Canada
Quebec, Canada
$182K -$38.1K -485 -16%
OA
449
Operose Advisors
Wisconsin
$178K
CWC
450
Carolinas Wealth Consulting
North Carolina
$160K -$396K -5,041 -70%