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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
476
Baker Tilly Wealth Management
Wisconsin
$411K -$369K -3,644 -48%
BFC
477
Bedel Financial Consulting
Indiana
$408K – – –
FPH
478
Financial Planning Hawaii
Hawaii
$407K +$402K +3,966 New
National Bank of Canada
479
National Bank of Canada
Quebec, Canada
$404K -$6.79K -67 -2%
MIA
480
MMBG Investment Advisors
Florida
$402K – – –
IFP Advisors
481
IFP Advisors
Florida
$401K +$72.3K +713 +22%
UAG
482
United Advisor Group
Ohio
$401K +$8.01K +79 +2%
MGAM
483
McGowan Group Asset Management
Texas
$399K +$2.13K +21 +0.5%
GAA
484
Global Assets Advisory
Florida
$399K – – –
PRP
485
Peak Retirement Planning
Ohio
$393K -$85.2K -840 -18%
CF
486
Collier Financial
Colorado
$392K +$2.94K +29 +0.8%
WA
487
Wealth Alliance
New York
$392K +$2.94K +29 +0.8%
BOM
488
Bank of Marin
California
$392K – – –
DE
489
Diversified Enterprises
Delaware
$391K -$42.1K -415 -10%
MPW
490
Melone Private Wealth
Michigan
$389K -$1.32K -13 -0.3%
FA
491
FF Advisors
California
$387K – – –
LI
492
LRI Investments
Florida
$380K – – –
LFA
493
Lauterbach Financial Advisors
Texas
$379K -$1.93K -19 -0.5%
CT
494
Colonial Trust
South Carolina
$378K – – –
PGIM Custom Harvest
495
PGIM Custom Harvest
New Jersey
$378K -$203 -2 -0.1%
FNBOH
496
First National Bank of Hutchinson
Kansas
$378K – – –
Fifth Third Bancorp
497
Fifth Third Bancorp
Ohio
$376K -$5.88K -58 -2%
EI
498
eCIO Inc
Wisconsin
$375K +$371K +3,657 New
RFN
499
Redwood Financial Network
Ohio
$373K +$110K +1,087 +43%
CKAIS
500
Christensen King & Associates Investment Services
Washington
$368K +$507 +5 +0.1%