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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
526
Octavia Wealth Advisors
Ohio
$285K +$10.1K +104 +4%
HFO
527
Heritage Family Offices
Arizona
$283K – – –
EWM
528
Elevatus Welath Management
New York
$282K +$18.4K +189 +7%
HH
529
Hilltop Holdings
Texas
$280K – – –
WCAMG
530
Woodard & Company Asset Management Group
North Carolina
$280K -$1.36K -14 -0.5%
JWBC
531
John W. Brooker & Co
California
$275K +$268K +2,756 New
DWP
532
Daymark Wealth Partners
Ohio
$274K -$1.46K -15 -0.5%
WCG
533
Weaver Consulting Group
California
$272K +$12.2K +125 +5%
HSG
534
Helen Stephens Group
Texas
$272K +$10K +103 +4%
JF
535
Joule Financial
Kentucky
$270K +$263K +2,697 New
SA
536
Sovran Advisors
California
$269K -$12.6K -129 -5%
Thrivent Financial for Lutherans
537
Thrivent Financial for Lutherans
Minnesota
$268K -$734K -7,540 -74%
HL
538
HeadInvest LLC
Maine
$267K – – –
ME
539
McIlrath & Eck
Washington
$267K -$170K -1,743 -40%
PA
540
Pinnacle Associates
New York
$266K -$13.1K -135 -5%
GWM
541
Greenhouse Wealth Management
Connecticut
$266K -$2.53K -26 -1%
NF
542
Nikulski Financial
Iowa
$266K -$48.7K -500 -16%
UWS
543
Unique Wealth Strategies
Illinois
$262K +$255K +2,624 New
MIAS
544
Mason Investment Advisory Services
Virginia
$262K +$97 +1 +0%
KA
545
Klingman & Associates
New York
$261K – – –
OIA
546
Optimum Investment Advisors
Illinois
$260K – – –
BSSFA
547
Baron Silver Stevens Financial Advisors
Florida
$257K – – –
RFN
548
Redwood Financial Network
Ohio
$255K +$10.5K +108 +4%
NP
549
NorthRock Partners
Minnesota
$253K +$247K +2,536 New
WAP
550
Wealthcare Advisory Partners
Pennsylvania
$253K -$46.9K -482 -16%