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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHFA
451
SC&H Financial Advisors
Maryland
$284K +$2.02K +26 +0.8%
AAM
452
Augustine Asset Management
Florida
$282K +$17.1K +220 +7%
APW
453
Austin Private Wealth
Texas
$278K – – –
SRCM
454
Signature Resources Capital Management
California
$277K +$256K +3,286 New
AIM
455
Anchor Investment Management
South Carolina
$277K – – –
CFD
456
Creative Financial Designs
Indiana
$276K +$2.49K +32 +1%
Betterment LLC
457
Betterment LLC
New York
$275K -$32.9K -422 -11%
FTDI
458
First Trust Direct Indexing
Massachusetts
$274K +$253K +3,248 New
OWA
459
Octavia Wealth Advisors
Ohio
$273K +$7.79K +100 +3%
RPCA
460
Running Point Capital Advisors
California
$272K – – –
PP
461
Patten & Patten
Tennessee
$269K -$19.5K -250 -7%
NAS
462
Nicolet Advisory Services
Wisconsin
$267K – – –
WFA
463
WMG Financial Advisors
Tennessee
$266K +$246K +3,154 New
HWM
464
HB Wealth Management
Georgia
$263K -$9.27K -119 -4%
KWM
465
KFG Wealth Management
Indiana
$262K +$15.1K +194 +7%
ADL
466
Asset Dedication LLC
California
$256K – – –
LFA
467
Lauterbach Financial Advisors
Texas
$255K +$11.8K +151 +5%
E3F
468
Eight 31 Financial
Texas
$251K +$232K +2,982 New
XF
469
XML Financial
Maryland
$250K +$2.26K +29 +1%
HA
470
HFG Advisors
Ohio
$250K – – –
HWMA
471
Heritage Wealth Management (Arizona)
Arizona
$249K +$230K +2,954 New
BO
472
Bank OZK
Arkansas
$248K +$3.74K +48 +2%
DWP
473
Daymark Wealth Partners
Ohio
$246K +$227K +2,915 New
CFA
474
CWS Financial Advisors
Michigan
$244K +$226K +2,898 New
GFWA
475
Grey Fox Wealth Advisors
Delaware
$243K -$10.5M -135,094 -98%