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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAP
526
Wealthcare Advisory Partners
Pennsylvania
$265K +$44.9K +478 +20%
DIM
527
Delta Investment Management
California
$263K +$17.6K +188 +7%
SRCM
528
Signature Resources Capital Management
California
$262K – – –
Vanguard Group
529
Vanguard Group
Pennsylvania
$262K -$5.26K -56 -2%
HFO
530
Heritage Family Offices
Arizona
$261K – – –
USCWA
531
U.S. Capital Wealth Advisors
Texas
$259K – – –
WCAMG
532
Woodard & Company Asset Management Group
North Carolina
$258K – – –
OWA
533
Octavia Wealth Advisors
Ohio
$256K -$3.75K -40 -1%
CA
534
Calton & Associates
Florida
$255K +$260K +2,766 New
TC
535
Trilogy Capital
California
$252K +$94 +1 +0%
MIAS
536
Mason Investment Advisory Services
Virginia
$251K – – –
PPG
537
Peak Planning Group
Colorado
$250K – – –
Bank of New York Mellon
538
Bank of New York Mellon
New York
$249K +$25K +266 +11%
GWM
539
Greenhouse Wealth Management
Connecticut
$248K – – –
HSG
540
Helen Stephens Group
Texas
$247K +$938 +10 +0.4%
HL
541
HeadInvest LLC
Maine
$247K – – –
SAW
542
Signal Advisors Wealth
Michigan
$247K +$251K +2,672 New
PA
543
Pinnacle Associates
New York
$245K -$2.81K -30 -1%
RRA
544
Round Rock Advisors
Connecticut
$245K +$8.73K +93 +4%
EWM
545
Elevatus Welath Management
New York
$242K +$188 +2 +0.1%
LFA
546
Lauterbach Financial Advisors
Texas
$242K -$3K -32 -1%
KFI
547
Key Financial Inc
Pennsylvania
$241K +$62.9K +670 +34%
NCFG
548
New Century Financial Group
New Jersey
$241K -$54.5K -581 -18%
KA
549
Klingman & Associates
New York
$241K – – –
OIA
550
Optimum Investment Advisors
Illinois
$240K – – –