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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFI
551
Key Financial Inc
Pennsylvania
$236K -$10.7K -119 -5%
JIC
552
Johnson Investment Counsel
Ohio
$236K +$225K +2,494 New
SAI
553
Savvy Advisors Inc
New York
$236K +$225K +2,494 New
SWGC
554
Summit Wealth Group (Colorado)
Colorado
$236K +$225K +2,493 New
HSWM
555
Hubbell Strickland Wealth Management
Louisiana
$235K +$7.85K +87 +4%
NSIM
556
North Star Investment Management
Illinois
$235K +$160K +1,774 +250%
RFN
557
Redwood Financial Network
Ohio
$231K -$271 -3 -0.1%
OAM
558
Oak Asset Management
California
$229K +$7.31K +81 +3%
MWAM
559
Manhattan West Asset Management
California
$229K -$3.79K -42 -2%
HFS
560
Hopwood Financial Services
Virginia
$228K
PWP
561
Prasad Wealth Partners
Ohio
$226K +$3.16K +35 +1%
CAL
562
Capital Analysts LLC
Pennsylvania
$225K +$271 +3 +0.1%
FWP
563
Falcon Wealth Planning
California
$224K +$213K +2,364 New
SWRP
564
Summit Wealth & Retirement Planning
California
$222K
First Trust Advisors
565
First Trust Advisors
Illinois
$218K -$73.2K -811 -26%
OA
566
Operose Advisors
Wisconsin
$217K
FWM
567
Fingerlakes Wealth Management
New York
$217K +$903 +10 +0.4%
SRCM
568
Signature Resources Capital Management
California
$215K -$51.3K -568 -20%
AWM
569
Accel Wealth Management
Iowa
$213K
CW
570
CreativeOne Wealth
Kansas
$213K +$203K +2,251 New
DC
571
Davenport & Co
Virginia
$211K +$201K +2,228 New
UWPG
572
Ullmann Wealth Partners Group
Florida
$210K +$542 +6 +0.3%
STA
573
Summit Trail Advisors
New York
$209K +$199K +2,207 New
NEPWA
574
New England Private Wealth Advisors
Massachusetts
$208K +$195K +2,164 New
T
575
Transce3nd
Texas
$204K