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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
451
Patten & Patten
Tennessee
$300K +$10.8K +125 +4%
APW
452
Austin Private Wealth
Texas
$293K – – –
KWM
453
Kingsview Wealth Management
Oregon
$291K -$30.5K -354 -10%
TCA
454
Transcend Capital Advisors
New Jersey
$288K +$274K +3,186 New
WGC
455
Watts Gwilliam & Co
Arizona
$285K +$274K +3,187 New
WAP
456
Wealthcare Advisory Partners
Pennsylvania
$285K +$32.3K +375 +14%
FTDI
457
First Trust Direct Indexing
Massachusetts
$284K -$9.47K -110 -3%
NAS
458
Nicolet Advisory Services
Wisconsin
$283K – – –
HWM
459
HB Wealth Management
Georgia
$282K – – –
XF
460
XML Financial
Maryland
$278K +$9.38K +109 +4%
Susquehanna International Group
461
Susquehanna International Group
Pennsylvania
$277K -$6.94M -80,611 -96%
ADL
462
Asset Dedication LLC
California
$274K – – –
LFA
463
Lauterbach Financial Advisors
Texas
$271K -$2.84K -33 -1%
HA
464
HFG Advisors
Ohio
$268K – – –
VP
465
Verum Partners
North Carolina
$267K -$116K -1,342 -31%
BWM
466
BNC Wealth Management
Oregon
$266K +$10.8K +125 +4%
CIA
467
Compass Ion Advisors
Pennsylvania
$265K +$3.87K +45 +2%
AIM
468
Anchor Investment Management
South Carolina
$262K -$32.5K -378 -12%
E3F
469
Eight 31 Financial
Texas
$262K -$7.14K -83 -3%
BMMM
470
Boston Mountain Money Management
Arkansas
$262K +$250K +2,899 New
BO
471
Bank OZK
Arkansas
$261K -$4.3K -50 -2%
DWP
472
Daymark Wealth Partners
Ohio
$260K -$3.87K -45 -2%
SRCM
473
Signature Resources Capital Management
California
$256K -$21.3K -247 -8%
HWMA
474
Heritage Wealth Management (Arizona)
Arizona
$256K -$10.5K -122 -4%
TC
475
TAP Consulting
Missouri
$256K +$1.21K +14 +0.5%