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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWC
526
Carolinas Wealth Consulting
North Carolina
$221K +$92 +1 +0%
OA
527
Operose Advisors
Wisconsin
$219K -$11K -120 -5%
OAM
528
Oak Asset Management
California
$219K +$211K +2,292 New
PFA
529
Pinnacle Family Advisors
Missouri
$219K +$184 +2 +0.1%
BSSFA
530
Baron Silver Stevens Financial Advisors
Florida
$218K -$65.2K -709 -24%
TC
531
Trilogy Capital
California
$218K +$210K +2,287 New
ML
532
McAdam LLC
Pennsylvania
$218K -$13.9K -151 -6%
UAG
533
United Advisor Group
Ohio
$218K +$210K +2,284 New
Vanguard Group
534
Vanguard Group
Pennsylvania
$218K +$210K +2,282 New
FWM
535
Fingerlakes Wealth Management
New York
$217K +$209K +2,275 New
AWM
536
Accel Wealth Management
Iowa
$215K +$207K +2,253 New
CA
537
CGN Advisors
Kansas
$215K +$207K +2,251 New
STA
538
Summit Trail Advisors
New York
$214K +$206K +2,245 New
IA
539
Inspire Advisors
Idaho
$212K +$204K +2,220 New
LRWA
540
Long Run Wealth Advisors
New York
$209K +$202K +2,193 New
PSA
541
Plum Street Advisors
Louisiana
$209K +$202K +2,192 New
SWM
542
Scissortail Wealth Management
Oklahoma
$209K -$228K -2,479 -99%
NEPWA
543
New England Private Wealth Advisors
Massachusetts
$209K +$201K +2,187 New
MGW
544
MB Generational Wealth
Washington
$208K +$201K +2,181 New
JIC
545
Johnson Investment Counsel
Ohio
$208K +$200K +2,173 New
BFG
546
Bleakley Financial Group
New Jersey
$207K +$200K +2,171 New
IA
547
IFP Advisors
Florida
$206K +$1.93K +21 +1%
AWM
548
Angeles Wealth Management
California
$205K – – –
AssetMark Inc
549
AssetMark Inc
California
$204K -$4.57M -49,663 -96%
CWMS
550
Cannon Wealth Management Services
North Carolina
$202K +$195K +2,118 New