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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
451
Baystate Wealth Management
Massachusetts
$112K +$80.6K +1,095 +261%
FP
452
Financial Perspectives
Minnesota
$112K +$516 +7 +0.5%
CA
453
Clearstead Advisors
Ohio
$110K
MBFW
454
Morton Brown Family Wealth
Pennsylvania
$107K
NRC
455
New Republic Capital
North Carolina
$107K +$106K +1,445 New
DIP
456
DT Investment Partners
Pennsylvania
$95.9K
MPCG
457
Matrix Private Capital Group
New York
$88.5K +$88.4K +1,200 New
BBHC
458
Brown Brothers Harriman & Co
New York
$86.4K
SC
459
Stephens Consulting
Michigan
$81.3K +$1.47K +20 +2%
OFG
460
Oxford Financial Group
Indiana
$81.2K +$2.65K +36 +3%
LFG
461
Larson Financial Group
Missouri
$75.8K -$6.33K -86 -8%
AWM
462
Avior Wealth Management
Nebraska
$74.1K -$5.89K -80 -7%
ANBT
463
American National Bank & Trust
Texas
$68K
PPC
464
Park Place Capital
Alabama
$67.3K +$368 +5 +0.6%
BWAM
465
Boyd Watterson Asset Management
Ohio
$66.4K
CIA
466
Cascade Investment Advisors
Oregon
$66.4K +$66.3K +900 New
BONH
467
Bank of New Hampshire
New Hampshire
$66K -$7K -95 -10%
PCMC
468
Private Capital Management (Colorado)
Colorado
$65.5K +$65.4K +888 New
PP
469
Pacifica Partners
Canada
$63.1K +$63.7K +865 New
TF
470
TimeScale Financial
Massachusetts
$63.1K -$11.3K -153 -15%
FHA
471
First Horizon Advisors
Tennessee
$59.8K -$31.3K -425 -34%
SWA
472
SOA Wealth Advisors
New York
$56.6K -$8.1K -110 -13%
GWSG
473
GPS Wealth Strategies Group
Colorado
$55.9K +$55.8K +757 New
CFB
474
Cullen/Frost Bankers
Texas
$55.3K -$92.5K -1,256 -63%
Bessemer Group
475
Bessemer Group
New Jersey
$55K