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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWP
526
Daymark Wealth Partners
Ohio
$261K -$76.8K -851 -24%
OWA
527
Octavia Wealth Advisors
Ohio
$260K -$2.53K -28 -1%
FF
528
Francis Financial
$259K -$43.4K -481 -15%
HFO
529
Heritage Family Offices
Arizona
$259K – – –
TC
530
Trilogy Capital
California
$259K +$361 +4 +0.1%
PCH
531
PGIM Custom Harvest
New Jersey
$256K -$89.2K -988 -27%
PPG
532
Peak Planning Group
Colorado
$256K – – –
GWM
533
Greenhouse Wealth Management
Connecticut
$254K – – –
HL
534
HeadInvest LLC
Maine
$253K – – –
PFA
535
Pinnacle Family Advisors
Missouri
$253K +$39K +432 +19%
IA
536
Inspire Advisors
Idaho
$253K +$40.7K +451 +20%
Bank of New York Mellon
537
Bank of New York Mellon
New York
$251K -$3.88K -43 -2%
EWM
538
Elevatus Welath Management
New York
$249K +$181 +2 +0.1%
IA
539
IFP Advisors
Florida
$249K -$63.2K -700 -21%
MIAS
540
Mason Investment Advisory Services
Virginia
$248K -$8.94K -99 -4%
HSG
541
Helen Stephens Group
Texas
$247K -$6.05K -67 -2%
KA
542
Klingman & Associates
New York
$247K – – –
OIA
543
Optimum Investment Advisors
Illinois
$246K – – –
WCG
544
Weaver Consulting Group
California
$246K – – –
WG
545
Watchman Group
Texas
$245K -$34.4K -381 -13%
USCWA
546
U.S. Capital Wealth Advisors
Texas
$245K -$18.9K -209 -7%
BSSFA
547
Baron Silver Stevens Financial Advisors
Florida
$244K – – –
AW
548
Alteri Wealth
California
$244K +$90 +1 +0%
TSS
549
Two Sigma Securities
New York
$241K -$643K -7,120 -74%
SAW
550
Signal Advisors Wealth
Michigan
$239K -$13.2K -146 -5%