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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
476
Bessemer Group
New Jersey
$55K – – –
FWM
477
Focused Wealth Management
New York
$53K – – –
TC
478
Truvestments Capital
Florida
$49.8K – – –
EWM
479
EPG Wealth Management
Georgia
$48.6K – – –
WP
480
WealthPLAN Partners
Nebraska
$45.3K -$373K -5,065 -89%
EARNEST Partners
481
EARNEST Partners
Georgia
$45.2K -$372K -5,048 -89%
SMA
482
Sage Mountain Advisors
Georgia
$41.3K – – –
RFA
483
Resurgent Financial Advisors
Georgia
$40.7K – – –
Balentine LLC
484
Balentine LLC
Georgia
$40.1K -$181K -2,455 -82%
CIAS
485
Capital Investment Advisory Services
North Carolina
$40K +$13.6K +185 +52%
KFI
486
Key Financial Inc
Pennsylvania
$39.6K +$14.7K +199 +59%
HGERS
487
Householder Group Estate & Retirement Specialist
Arizona
$39K +$38.7K +525 New
KTC
488
Kistler-Tiffany Companies
Pennsylvania
$38.4K – – –
CWP
489
Concord Wealth Partners
Virginia
$37.7K +$147 +2 +0.4%
DWA
490
Dougherty Wealth Advisers
Minnesota
$36.7K – – –
CHA
491
Carmichael Hill & Associates
Maryland
$34.4K – – –
MFC
492
Mechanics Financial Corp
Ohio
$33K – – –
AWM
493
Abound Wealth Management
Tennessee
$31.1K +$7.22K +98 +30%
IP
494
Intellectus Partners
California
$30.6K +$30.5K +414 New
UMB Bank
495
UMB Bank
Missouri
$30K +$29.9K +406 New
Belpointe Asset Management
496
Belpointe Asset Management
Nevada
$29.2K -$6.26K -85 -18%
FFA
497
Founders Financial Alliance
North Carolina
$28.3K -$28.7K -390 -50%
Bartlett & Co
498
Bartlett & Co
Ohio
$27K – – –
Bartlett & Co Wealth Management
499
Bartlett & Co Wealth Management
Ohio
$26.9K – – –
AWM
500
Accel Wealth Management
Iowa
$26.1K – – –