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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSWM
576
Hubbell Strickland Wealth Management
Louisiana
$269K -$8.66K -80 -3%
SWP
577
Sagespring Wealth Partners
Tennessee
$268K -$44.3K -409 -14%
CA
578
Continuum Advisory
Idaho
$266K +$13K +120 +5%
KFGK
579
Keystone Financial Group (Kentucky)
Kentucky
$266K +$46.4K +429 +22%
HFS
580
Hopwood Financial Services
Virginia
$265K
GT
581
Greenleaf Trust
Michigan
$264K +$259K +2,396 New
HIP
582
HUB Investment Partners
Texas
$263K
MWAM
583
Manhattan West Asset Management
California
$262K
MSR
584
Main Street Research
Connecticut
$261K +$257K +2,371 New
SWRP
585
Summit Wealth & Retirement Planning
California
$258K
KeyBank National Association
586
KeyBank National Association
Ohio
$258K +$253K +2,341 New
CA
587
CoreCap Advisors
Michigan
$256K +$103K +949 +69%
OA
588
Operose Advisors
Wisconsin
$256K
IAS
589
Insigneo Advisory Services
Florida
$255K +$9.09K +84 +4%
Legacy Financial Group (Iowa)
590
Legacy Financial Group (Iowa)
Iowa
$255K -$1.19K -11 -0.5%
FWP
591
Falcon Wealth Planning
California
$254K
AGM
592
Alpine Global Management
New York
$254K +$249K +2,302 New
MWM
593
Maridea Wealth Management
New York
$253K +$249K +2,301 New
I
594
INVST
Indiana
$253K
TC
595
Trilogy Capital
California
$253K -$32.4K -299 -12%
SG
596
StoneX Group
New York
$251K -$155K -1,435 -39%
NSIM
597
North Star Investment Management
Illinois
$250K -$23.4K -216 -9%
PCA
598
Pallas Capital Advisors
Massachusetts
$249K
ACM
599
Advisors Capital Management
New Jersey
$249K +$244K +2,259 New
AWM
600
Accel Wealth Management
Iowa
$248K