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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CI
526
CX Institutional
Indiana
$317K -$15.9K -152 -5%
LWM
527
LongView Wealth Management
Georgia
$317K
PWPS
528
Pinnacle Wealth Planning Services
Ohio
$316K
CG
529
Clifford Group
Massachusetts
$315K -$10.2K -97 -3%
SHFA
530
SC&H Financial Advisors
Maryland
$315K -$1.57K -15 -0.5%
SIAS
531
Summit Investment Advisory Services
Minnesota
$314K +$1.05K +10 +0.3%
FFA
532
Founders Financial Alliance
North Carolina
$313K +$309K +2,950 +2,682%
WP
533
Wealthspan Partners
Iowa
$313K -$31.7K -302 -9%
FNBOH
534
First National Bank of Hutchinson
Kansas
$309K -$68.8K -656 -18%
TBA
535
Tower Bridge Advisors
Pennsylvania
$307K +$315K +3,000 New
CW
536
CreativeOne Wealth
Kansas
$303K +$68.4K +652 +28%
MKW
537
Mullaney, Keating & Wright
Connecticut
$300K +$839 +8 +0.3%
PCM
538
Parsons Capital Management
Rhode Island
$297K
AF
539
Atala Financial
California
$297K
Vanguard Personalized Indexing Management
540
Vanguard Personalized Indexing Management
California
$295K -$145K -1,387 -32%
CCWM
541
Cassaday & Co Wealth Management
Virginia
$291K +$298K +2,846 New
AssetMark Inc
542
AssetMark Inc
California
$291K -$19.8K -189 -6%
SWP
543
Sagespring Wealth Partners
Tennessee
$290K -$30.9K -295 -9%
HFO
544
Heritage Family Offices
Arizona
$290K
KW
545
KWB Wealth
California
$289K
EWM
546
Elevatus Welath Management
New York
$287K -$2.52K -24 -0.8%
WCAMG
547
Woodard & Company Asset Management Group
North Carolina
$286K
BO
548
Bank OZK
Arkansas
$286K -$27.7K -264 -9%
RF
549
Roxbury Financial
New Jersey
$284K -$2.94K -28 -1%
TAFW
550
Tred Avon Family Wealth
Maryland
$280K +$287K +2,735 New