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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCG
551
Weaver Consulting Group
California
$278K
AC
552
Apella Capital
Connecticut
$277K +$271K +2,588 New
DWP
553
Daymark Wealth Partners
Ohio
$276K -$2.52K -24 -0.9%
HSA
554
HBK Sorce Advisory
Pennsylvania
$276K +$266K +2,536 New
WAP
555
Wealthcare Advisory Partners
Pennsylvania
$274K +$105 +1 +0%
HL
556
HeadInvest LLC
Maine
$273K
GWM
557
Greenhouse Wealth Management
Connecticut
$272K
Fisher Asset Management
558
Fisher Asset Management
Washington
$269K -$171K -1,628 -38%
OWA
559
Octavia Wealth Advisors
Ohio
$269K
PA
560
Pinnacle Associates
New York
$268K -$4.72K -45 -2%
MIAS
561
Mason Investment Advisory Services
Virginia
$268K
HSG
562
Helen Stephens Group
Texas
$267K
KA
563
Klingman & Associates
New York
$267K
OAM
564
Oak Asset Management
California
$266K +$7.87K +75 +3%
TC
565
Trilogy Capital
California
$265K +$35.3K +337 +15%
EWM
566
Elevation Wealth Management
Minnesota
$261K
HSWM
567
Hubbell Strickland Wealth Management
Louisiana
$258K +$1.05K +10 +0.4%
FF
568
Francis Financial
$258K
GFA
569
Godfrey Financial Associates
New York
$255K
SWGC
570
Summit Wealth Group (Colorado)
Colorado
$255K
NSIM
571
North Star Investment Management
Illinois
$254K
FWM
572
Fingerlakes Wealth Management
New York
$254K +$1.05K +10 +0.4%
BSSFA
573
Baron Silver Stevens Financial Advisors
Florida
$251K +$13K +124 +5%
AWM
574
Apollon Wealth Management
South Carolina
$249K +$38K +362 +17%
First Trust Advisors
575
First Trust Advisors
Illinois
$247K +$16.7K +159 +7%