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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
451
Harbour Investments
Wisconsin
$106K +$6.33K +91 +6%
FP
452
Financial Perspectives
Minnesota
$106K +$626 +9 +0.6%
CA
453
Clearstead Advisors
Ohio
$105K – – –
AW
454
Avion Wealth
Texas
$104K – – –
MBFW
455
Morton Brown Family Wealth
Pennsylvania
$102K – – –
MCC
456
Money Concepts Capital
Florida
$91.9K +$87.4K +1,257 +2,857%
DIP
457
DT Investment Partners
Pennsylvania
$90.6K – – –
FHA
458
First Horizon Advisors
Tennessee
$87.2K – – –
BBHC
459
Brown Brothers Harriman & Co
New York
$82.7K – – –
LFG
460
Larson Financial Group
Missouri
$78.7K – – –
AWM
461
Avior Wealth Management
Nebraska
$76.5K -$9.73K -140 -11%
SC
462
Stephens Consulting
Michigan
$76.4K – – –
OFG
463
Oxford Financial Group
Indiana
$75.2K +$17.5K +251 +31%
BONH
464
Bank of New Hampshire
New Hampshire
$70K +$68.8K +990 New
LAM
465
Lakewood Asset Management
Illinois
$66K +$65.4K +940 New
ANBT
466
American National Bank & Trust
Texas
$65K – – –
PPC
467
Park Place Capital
Alabama
$64K +$63.1K +908 New
BWAM
468
Boyd Watterson Asset Management
Ohio
$63.6K +$62.6K +900 New
TF
469
TimeScale Financial
Massachusetts
$63.1K +$70 +1 +0.1%
SWA
470
SOA Wealth Advisors
New York
$62K -$3.06K -44 -5%
FFA
471
Founders Financial Alliance
North Carolina
$55K – – –
Bessemer Group
472
Bessemer Group
New Jersey
$52K – – –
FWM
473
Focused Wealth Management
New York
$50.7K +$49.9K +718 New
TC
474
Truvestments Capital
Florida
$47.7K – – –
EWM
475
EPG Wealth Management
Georgia
$46.5K – – –