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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
501
Lauterbach Financial Advisors
Texas
$399K -$6.28K -58 -2%
GA
502
Greenspring Advisors
Maryland
$394K +$43.3K +400 +13%
WA
503
Wealth Alliance
New York
$393K -$9.96K -92 -3%
FA
504
Flagstar Advisors
New York
$387K -$258K -2,386 -40%
CIA
505
Compass Ion Advisors
Pennsylvania
$387K – – –
AWAP
506
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$383K +$216 +2 +0.1%
SWM
507
SFG Wealth Management
Maryland
$382K +$21.4K +198 +6%
SC
508
Scotia Capital
Ontario, Canada
$378K – – –
CKAIS
509
Christensen King & Associates Investment Services
Washington
$373K – – –
NFG
510
Northbridge Financial Group
Florida
$372K -$80K -739 -18%
LIM
511
Leavell Investment Management
Alabama
$368K -$20K -185 -5%
TCOV
512
Trust Company of Vermont
Vermont
$367K +$361K +3,334 New
DWA
513
Delap Wealth Advisory
Oregon
$366K – – –
PWPS
514
Pinnacle Wealth Planning Services
Ohio
$364K +$23.4K +216 +7%
SSWM
515
Sheets Smith Wealth Management
North Carolina
$363K -$21.1K -195 -6%
FA
516
Fiduciary Alliance
South Carolina
$362K +$108 +1 +0%
NGA
517
Naples Global Advisors
Florida
$358K +$10.8K +100 +3%
BTD
518
BankPlus Trust Department
Mississippi
$356K +$350K +3,236 New
KFP
519
Kroeger Financial Partners
California
$355K +$349K +3,222 New
PCM
520
Parsons Capital Management
Rhode Island
$353K +$32.5K +300 +10%
MCM
521
Mitchell Capital Management
Kansas
$352K -$155K -1,436 -31%
BCA
522
Bay Colony Advisors
Massachusetts
$349K -$16.2K -150 -5%
RWP
523
Ridgecrest Wealth Partners
California
$347K – – –
GWAG
524
Garrett Wealth Advisory Group
Texas
$345K -$10.2K -94 -3%
Neuberger Berman Group
525
Neuberger Berman Group
New York
$344K – – –