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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
526
Neuberger Berman Group
New York
$319K – – –
NRI
527
NFP Retirement Inc
California
$318K – – –
CI
528
CX Institutional
Indiana
$317K -$15.9K -152 -5%
LWM
529
LongView Wealth Management
Georgia
$317K – – –
PWPS
530
Pinnacle Wealth Planning Services
Ohio
$316K – – –
CG
531
Clifford Group
Massachusetts
$315K -$10.2K -97 -3%
SHFA
532
SC&H Financial Advisors
Maryland
$315K -$1.57K -15 -0.5%
SIAS
533
Summit Investment Advisory Services
Minnesota
$314K +$1.05K +10 +0.3%
FFA
534
Founders Financial Alliance
North Carolina
$313K +$309K +2,950 +2,682%
WP
535
Wealthspan Partners
Iowa
$313K -$31.7K -302 -9%
FNBOH
536
First National Bank of Hutchinson
Kansas
$309K -$68.8K -656 -18%
TBA
537
Tower Bridge Advisors
Pennsylvania
$307K +$315K +3,000 New
CW
538
CreativeOne Wealth
Kansas
$303K +$68.4K +652 +28%
MKW
539
Mullaney, Keating & Wright
Connecticut
$300K +$839 +8 +0.3%
PCM
540
Parsons Capital Management
Rhode Island
$297K – – –
AF
541
Atala Financial
California
$297K – – –
Vanguard Personalized Indexing Management
542
Vanguard Personalized Indexing Management
California
$295K -$145K -1,387 -32%
CCWM
543
Cassaday & Co Wealth Management
Virginia
$291K +$298K +2,846 New
AssetMark Inc
544
AssetMark Inc
California
$291K -$19.8K -189 -6%
SWP
545
Sagespring Wealth Partners
Tennessee
$290K -$30.9K -295 -9%
HFO
546
Heritage Family Offices
Arizona
$290K – – –
KW
547
KWB Wealth
California
$289K – – –
EWM
548
Elevatus Welath Management
New York
$287K -$2.52K -24 -0.8%
WCAMG
549
Woodard & Company Asset Management Group
North Carolina
$286K – – –
BO
550
Bank OZK
Arkansas
$286K -$27.7K -264 -9%