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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RF
551
Roxbury Financial
New Jersey
$284K -$2.94K -28 -1%
TAFW
552
Tred Avon Family Wealth
Maryland
$280K +$287K +2,735 New
WCG
553
Weaver Consulting Group
California
$278K – – –
AC
554
Apella Capital
Connecticut
$277K +$271K +2,588 New
DWP
555
Daymark Wealth Partners
Ohio
$276K -$2.52K -24 -0.9%
HSA
556
HBK Sorce Advisory
Pennsylvania
$276K +$266K +2,536 New
WAP
557
Wealthcare Advisory Partners
Pennsylvania
$274K +$105 +1 +0%
HL
558
HeadInvest LLC
Maine
$273K – – –
GWM
559
Greenhouse Wealth Management
Connecticut
$272K – – –
Fisher Asset Management
560
Fisher Asset Management
Washington
$269K -$171K -1,628 -38%
OWA
561
Octavia Wealth Advisors
Ohio
$269K – – –
PA
562
Pinnacle Associates
New York
$268K -$4.72K -45 -2%
MIAS
563
Mason Investment Advisory Services
Virginia
$268K – – –
HSG
564
Helen Stephens Group
Texas
$267K – – –
KA
565
Klingman & Associates
New York
$267K – – –
OAM
566
Oak Asset Management
California
$266K +$7.87K +75 +3%
TC
567
Trilogy Capital
California
$265K +$35.3K +337 +15%
EWM
568
Elevation Wealth Management
Minnesota
$261K – – –
HSWM
569
Hubbell Strickland Wealth Management
Louisiana
$258K +$1.05K +10 +0.4%
FF
570
Francis Financial
$258K – – –
GFA
571
Godfrey Financial Associates
New York
$255K – – –
SWGC
572
Summit Wealth Group (Colorado)
Colorado
$255K – – –
NSIM
573
North Star Investment Management
Illinois
$254K – – –
FWM
574
Fingerlakes Wealth Management
New York
$254K +$1.05K +10 +0.4%
BSSFA
575
Baron Silver Stevens Financial Advisors
Florida
$251K +$13K +124 +5%