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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
451
Mitchell Capital Management
Kansas
$300K -$2.97M -33,710 -91%
SHFA
452
SC&H Financial Advisors
Maryland
$299K +$1.06K +12 +0.4%
KWM
453
Kingsview Wealth Management
Oregon
$295K +$11.4K +129 +4%
NGA
454
Naples Global Advisors
Florida
$293K -$7.93K -90 -3%
PP
455
Patten & Patten
Tennessee
$293K – – –
APW
456
Austin Private Wealth
Texas
$290K – – –
BCA
457
Bay Colony Advisors
Massachusetts
$286K -$43.5K -494 -13%
RRA
458
Round Rock Advisors
Connecticut
$283K -$609K -6,913 -68%
NAS
459
Nicolet Advisory Services
Wisconsin
$281K – – –
WAP
460
Wealthcare Advisory Partners
Pennsylvania
$279K +$1.76K +20 +0.6%
HWM
461
HB Wealth Management
Georgia
$275K – – –
WS
462
Wedbush Securities
California
$274K +$71.1K +807 +35%
ADL
463
Asset Dedication LLC
California
$267K +$88 +1 +0%
FTDI
464
First Trust Direct Indexing
Massachusetts
$265K -$11.4K -129 -4%
CIA
465
Compass Ion Advisors
Pennsylvania
$265K – – –
BSSFA
466
Baron Silver Stevens Financial Advisors
Florida
$264K +$57.5K +652 +28%
SRCM
467
Signature Resources Capital Management
California
$263K -$5.2K -59 -2%
VP
468
Verum Partners
North Carolina
$260K – – –
DWP
469
Daymark Wealth Partners
Ohio
$256K +$2.82K +32 +1%
CWP
470
Curated Wealth Partners
California
$256K +$256K +2,900 New
BMMM
471
Boston Mountain Money Management
Arkansas
$255K – – –
BO
472
Bank OZK
Arkansas
$254K – – –
WANY
473
Wealthspire Advisors (New York)
New York
$254K +$53.5K +607 +27%
Empower Advisory Group
474
Empower Advisory Group
Colorado
$252K +$252K +2,854 New
NCFG
475
New Century Financial Group
New Jersey
$251K +$251K +2,847 New