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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ISFAN
476
Investor's Fiduciary Advisor Network
Washington
$343K -$55.7K -617 -15%
LIM
477
Leavell Investment Management
Alabama
$343K – – –
AT
478
American Trust
Kentucky
$341K +$325K +3,598 New
FRA
479
Front Row Advisors
California
$337K – – –
CAM
480
Cozad Asset Management
Illinois
$336K – – –
JIC
481
Joel Isaacson & Co
New York
$336K – – –
SWP
482
Sagespring Wealth Partners
Tennessee
$333K – – –
Bessemer Group
483
Bessemer Group
New Jersey
$332K -$171K -1,900 -35%
BJL
484
Brighton Jones LLC
Washington
$332K +$48.7K +540 +18%
SSWM
485
Sheets Smith Wealth Management
North Carolina
$329K +$542 +6 +0.2%
AWAP
486
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$328K +$361 +4 +0.1%
VWA
487
Valued Wealth Advisors
Utah
$327K +$185K +2,055 +146%
Vanguard Group
488
Vanguard Group
Pennsylvania
$326K +$55.1K +611 +22%
GWAG
489
Garrett Wealth Advisory Group
Texas
$324K -$73.2K -811 -19%
Envestnet Portfolio Solutions
490
Envestnet Portfolio Solutions
Illinois
$320K -$1.14M -12,592 -79%
CI
491
CX Institutional
Indiana
$320K +$8.75K +97 +3%
PCM
492
Parsons Capital Management
Rhode Island
$319K – – –
DE
493
Diversified Enterprises
Delaware
$319K -$16.6K -184 -5%
CIC
494
Carnegie Investment Counsel
Ohio
$319K -$31K -343 -9%
VFA
495
Valeo Financial Advisors
Indiana
$316K +$24.6K +273 +9%
APW
496
Austin Private Wealth
Texas
$312K – – –
BCA
497
Bay Colony Advisors
Massachusetts
$308K +$451 +5 +0.2%
Koshinski Asset Management
498
Koshinski Asset Management
Illinois
$308K -$30.2K -335 -9%
NGA
499
Naples Global Advisors
Florida
$306K – – –
HWMT
500
Heritage Wealth Management (Texas)
Texas
$305K +$291K +3,226 New