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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AEPWM
426
Atlantic Edge Private Wealth Management
Florida
$450K +$438K +4,500 New
NG
427
Norden Group
Utah
$442K – – –
TPWA
428
TRUE Private Wealth Advisors
Oregon
$437K +$487 +5 +0.1%
AAM
429
Augustine Asset Management
Florida
$435K -$876 -9 -0.2%
PPWP
430
Premier Path Wealth Partners
New Jersey
$434K – – –
IAS
431
Insigneo Advisory Services
Florida
$429K -$72.1K -741 -15%
B
432
Bellecapital
Switzerland
$429K – – –
FFP
433
FourThought Financial Partners
Florida
$427K -$59.5K -611 -13%
AWM
434
AE Wealth Management
Kansas
$426K -$64.7K -665 -13%
SHIM
435
Stone House Investment Management
Pennsylvania
$425K +$97 +1 +0%
CIBC Private Wealth Group
436
CIBC Private Wealth Group
Georgia
$423K -$9.93K -102 -2%
DE
437
Diversified Enterprises
Delaware
$422K +$83K +853 +25%
TC
438
TFR Capital
Texas
$421K – – –
CRI
439
Colonial River Investments
Virginia
$420K +$138K +1,421 +51%
EIP
440
Ellis Investment Partners
Pennsylvania
$419K -$18.3K -188 -4%
SWM
441
SFG Wealth Management
Maryland
$414K -$17.5K -180 -4%
CA
442
Claro Advisors
Massachusetts
$411K +$876 +9 +0.2%
WB
443
WesBanco Bank
West Virginia
$411K -$76.9K -790 -16%
BW
444
BIP Wealth
Georgia
$411K -$7.69K -79 -2%
AWA
445
Arkadios Wealth Advisors
Georgia
$408K +$17.6K +181 +5%
PP
446
Patten & Patten
Tennessee
$407K – – –
SI
447
Stephens Inc
Arkansas
$406K – – –
CAG
448
Csenge Advisory Group
Florida
$403K -$13.6K -140 -3%
WGC
449
Watts Gwilliam & Co
Arizona
$401K – – –
National Bank of Canada
450
National Bank of Canada
Quebec, Canada
$401K – – –