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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
551
Atala Financial
California
$297K – – –
Legacy Financial Group (Iowa)
552
Legacy Financial Group (Iowa)
Iowa
$291K -$62.5K -616 -19%
HFO
553
Heritage Family Offices
Arizona
$290K – – –
EWM
554
Elevatus Welath Management
New York
$290K +$1.42K +14 +0.5%
Envestnet Portfolio Solutions
555
Envestnet Portfolio Solutions
Illinois
$290K -$24.7K -244 -8%
KW
556
KWB Wealth
California
$289K +$21.2K +209 +8%
HH
557
Hilltop Holdings
Texas
$289K +$1.11K +11 +0.4%
RF
558
Roxbury Financial
New Jersey
$288K -$8.11K -80 -3%
WCAMG
559
Woodard & Company Asset Management Group
North Carolina
$287K – – –
DWP
560
Daymark Wealth Partners
Ohio
$279K -$2.43K -24 -0.9%
WCG
561
Weaver Consulting Group
California
$279K – – –
ME
562
McIlrath & Eck
Washington
$275K +$1.42K +14 +0.5%
WAP
563
Wealthcare Advisory Partners
Pennsylvania
$275K +$14.7K +145 +6%
HL
564
HeadInvest LLC
Maine
$274K – – –
PA
565
Pinnacle Associates
New York
$273K – – –
GWM
566
Greenhouse Wealth Management
Connecticut
$273K – – –
JF
567
Joule Financial
Kentucky
$272K -$4.06K -40 -1%
PFS
568
Prospect Financial Services
New York
$269K +$266K +2,627 New
OWA
569
Octavia Wealth Advisors
Ohio
$269K -$23.2K -229 -8%
MIAS
570
Mason Investment Advisory Services
Virginia
$269K +$101 +1 +0%
HSG
571
Helen Stephens Group
Texas
$268K -$10.4K -103 -4%
KA
572
Klingman & Associates
New York
$267K – – –
EWM
573
Elevation Wealth Management
Minnesota
$262K +$259K +2,551 New
OAM
574
Oak Asset Management
California
$259K +$1.42K +14 +0.6%
FF
575
Francis Financial
$258K – – –