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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIM
476
Leavell Investment Management
Alabama
$343K
AT
477
American Trust
Kentucky
$341K +$325K +3,598 New
FRA
478
Front Row Advisors
California
$337K
CAM
479
Cozad Asset Management
Illinois
$336K
JIC
480
Joel Isaacson & Co
New York
$336K
SWP
481
Sagespring Wealth Partners
Tennessee
$333K
Bessemer Group
482
Bessemer Group
New Jersey
$332K -$171K -1,900 -35%
BJL
483
Brighton Jones LLC
Washington
$332K +$48.7K +540 +18%
SSWM
484
Sheets Smith Wealth Management
North Carolina
$329K +$542 +6 +0.2%
AWAP
485
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$328K +$361 +4 +0.1%
VWA
486
Valued Wealth Advisors
Utah
$327K +$185K +2,055 +146%
Vanguard Group
487
Vanguard Group
Pennsylvania
$326K +$55.1K +611 +22%
GWAG
488
Garrett Wealth Advisory Group
Texas
$324K -$73.2K -811 -19%
Envestnet Portfolio Solutions
489
Envestnet Portfolio Solutions
Illinois
$320K -$1.14M -12,592 -79%
CI
490
CX Institutional
Indiana
$320K +$8.75K +97 +3%
PCM
491
Parsons Capital Management
Rhode Island
$319K
DE
492
Diversified Enterprises
Delaware
$319K -$16.6K -184 -5%
CIC
493
Carnegie Investment Counsel
Ohio
$319K -$31K -343 -9%
VFA
494
Valeo Financial Advisors
Indiana
$316K +$24.6K +273 +9%
APW
495
Austin Private Wealth
Texas
$312K
BCA
496
Bay Colony Advisors
Massachusetts
$308K +$451 +5 +0.2%
Koshinski Asset Management
497
Koshinski Asset Management
Illinois
$308K -$30.2K -335 -9%
NGA
498
Naples Global Advisors
Florida
$306K
HWMT
499
Heritage Wealth Management (Texas)
Texas
$305K +$291K +3,226 New
CAM
500
CPA Asset Management
Florida
$301K