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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
526
Founders Financial Alliance
North Carolina
$340K +$3.25K +30 +1%
SIAS
527
Summit Investment Advisory Services
Minnesota
$340K +$1.08K +10 +0.3%
SHFA
528
SC&H Financial Advisors
Maryland
$340K +$325 +3 +0.1%
VWA
529
Valued Wealth Advisors
Utah
$338K -$15.5K -143 -4%
TBA
530
Tower Bridge Advisors
Pennsylvania
$330K
WAP
531
Wealthcare Advisory Partners
Pennsylvania
$330K +$34.8K +322 +12%
CG
532
Clifford Group
Massachusetts
$330K -$9.09K -84 -3%
WP
533
Wealthspan Partners
Iowa
$328K -$8.44K -78 -3%
TAFW
534
Tred Avon Family Wealth
Maryland
$327K +$25.8K +238 +9%
MKW
535
Mullaney, Keating & Wright
Connecticut
$324K +$974 +9 +0.3%
CWM
536
Collaborative Wealth Management
Florida
$324K +$102K +945 +47%
KW
537
KWB Wealth
California
$323K +$12.6K +116 +4%
BCM
538
Brookstone Capital Management
Illinois
$322K +$316K +2,924 New
SOS
539
Silver Oak Securities
Tennessee
$320K -$35.9K -332 -10%
AF
540
Atala Financial
California
$319K
Vanguard Personalized Indexing Management
541
Vanguard Personalized Indexing Management
California
$318K
HWMT
542
Heritage Wealth Management (Texas)
Texas
$318K -$35.6K -329 -10%
FWM
543
Fingerlakes Wealth Management
New York
$313K +$38.3K +354 +14%
HFO
544
Heritage Family Offices
Arizona
$312K
PEWA
545
Pacific Excel Wealth Advisors
California
$312K +$306K +2,832 New
EWM
546
Elevatus Welath Management
New York
$310K +$1.19K +11 +0.4%
WCAMG
547
Woodard & Company Asset Management Group
North Carolina
$308K
RF
548
Roxbury Financial
New Jersey
$307K +$433 +4 +0.1%
WS
549
Wedbush Securities
California
$302K -$41.6K -384 -12%
CCWM
550
Cassaday & Co Wealth Management
Virginia
$302K -$11.5K -106 -4%