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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
476
Focused Wealth Management
New York
$53K
TC
477
Truvestments Capital
Florida
$49.8K
EWM
478
EPG Wealth Management
Georgia
$48.6K
WP
479
WealthPLAN Partners
Nebraska
$45.3K -$373K -5,065 -89%
EARNEST Partners
480
EARNEST Partners
Georgia
$45.2K -$372K -5,048 -89%
SMA
481
Sage Mountain Advisors
Georgia
$41.3K
RFA
482
Resurgent Financial Advisors
Georgia
$40.7K
BL
483
Balentine LLC
Georgia
$40.1K -$181K -2,455 -82%
CIAS
484
Capital Investment Advisory Services
North Carolina
$40K +$13.6K +185 +52%
KFI
485
Key Financial Inc
Pennsylvania
$39.6K +$14.7K +199 +59%
HGERS
486
Householder Group Estate & Retirement Specialist
Arizona
$39K +$38.7K +525 New
KTC
487
Kistler-Tiffany Companies
Pennsylvania
$38.4K
CWP
488
Concord Wealth Partners
Virginia
$37.7K +$147 +2 +0.4%
DWA
489
Dougherty Wealth Advisers
Minnesota
$36.7K
CHA
490
Carmichael Hill & Associates
Maryland
$34.4K
MFC
491
Mechanics Financial Corp
Ohio
$33K
AWM
492
Abound Wealth Management
Tennessee
$31.1K +$7.22K +98 +30%
IP
493
Intellectus Partners
California
$30.6K +$30.5K +414 New
UB
494
UMB Bank
Missouri
$30K +$29.9K +406 New
BAM
495
Belpointe Asset Management
Nevada
$29.2K -$6.26K -85 -18%
FFA
496
Founders Financial Alliance
North Carolina
$28.3K -$28.7K -390 -50%
BC
497
Bartlett & Co
Ohio
$27K
BCWM
498
Bartlett & Co Wealth Management
Ohio
$26.9K
AWM
499
Accel Wealth Management
Iowa
$26.1K
RCM
500
Raleigh Capital Management
North Carolina
$25.3K +$25.3K +343 New