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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
S
551
Storgate
Texas
$301K +$296K +2,733 New
PA
552
Pinnacle Associates
New York
$301K +$11.6K +107 +4%
WCG
553
Weaver Consulting Group
California
$300K
AC
554
Apella Capital
Connecticut
$296K +$6.49K +60 +2%
BO
555
Bank OZK
Arkansas
$296K -$11.7K -108 -4%
HL
556
HeadInvest LLC
Maine
$294K
GWM
557
Greenhouse Wealth Management
Connecticut
$293K
HSA
558
HBK Sorce Advisory
Pennsylvania
$292K +$2.27K +21 +0.8%
DWP
559
Daymark Wealth Partners
Ohio
$291K -$6.17K -57 -2%
HSG
560
Helen Stephens Group
Texas
$289K +$1.19K +11 +0.4%
MIAS
561
Mason Investment Advisory Services
Virginia
$289K
TSS
562
Two Sigma Securities
New York
$288K -$500K -4,622 -64%
OAM
563
Oak Asset Management
California
$288K +$1.19K +11 +0.4%
KA
564
Klingman & Associates
New York
$287K
OWA
565
Octavia Wealth Advisors
Ohio
$286K -$3.03K -28 -1%
IA
566
IFP Advisors
Florida
$284K +$39.8K +368 +17%
EWM
567
Elevation Wealth Management
Minnesota
$281K
GFA
568
Godfrey Financial Associates
New York
$278K +$2.92K +27 +1%
FF
569
Francis Financial
$277K
LA
570
Legacy Advisors
Pennsylvania
$277K +$272K +2,517 New
SWGC
571
Summit Wealth Group (Colorado)
Colorado
$275K
ZIM
572
Zacks Investment Management
Illinois
$274K +$269K +2,483 New
NRI
573
NFP Retirement Inc
California
$273K -$68.2K -630 -20%
BSSFA
574
Baron Silver Stevens Financial Advisors
Florida
$270K
AWM
575
Apollon Wealth Management
South Carolina
$269K +$541 +5 +0.2%