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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSSFA
576
Baron Silver Stevens Financial Advisors
Florida
$270K – – –
AWM
577
Apollon Wealth Management
South Carolina
$269K +$541 +5 +0.2%
HSWM
578
Hubbell Strickland Wealth Management
Louisiana
$269K -$8.66K -80 -3%
SWP
579
Sagespring Wealth Partners
Tennessee
$268K -$44.3K -409 -14%
CA
580
Continuum Advisory
Idaho
$266K +$13K +120 +5%
KFGK
581
Keystone Financial Group (Kentucky)
Kentucky
$266K +$46.4K +429 +22%
HFS
582
Hopwood Financial Services
Virginia
$265K – – –
GT
583
Greenleaf Trust
Michigan
$264K +$259K +2,396 New
HIP
584
HUB Investment Partners
Texas
$263K – – –
MWAM
585
Manhattan West Asset Management
California
$262K – – –
MSR
586
Main Street Research
Connecticut
$261K +$257K +2,371 New
SWRP
587
Summit Wealth & Retirement Planning
California
$258K – – –
KeyBank National Association
588
KeyBank National Association
Ohio
$258K +$253K +2,341 New
CA
589
CoreCap Advisors
Michigan
$256K +$103K +949 +69%
OA
590
Operose Advisors
Wisconsin
$256K – – –
IAS
591
Insigneo Advisory Services
Florida
$255K +$9.09K +84 +4%
Legacy Financial Group (Iowa)
592
Legacy Financial Group (Iowa)
Iowa
$255K -$1.19K -11 -0.5%
FWP
593
Falcon Wealth Planning
California
$254K – – –
AGM
594
Alpine Global Management
New York
$254K +$249K +2,302 New
MWM
595
Maridea Wealth Management
New York
$253K +$249K +2,301 New
I
596
INVST
Indiana
$253K – – –
TC
597
Trilogy Capital
California
$253K -$32.4K -299 -12%
SG
598
StoneX Group
New York
$251K -$155K -1,435 -39%
NSIM
599
North Star Investment Management
Illinois
$250K -$23.4K -216 -9%
PCA
600
Pallas Capital Advisors
Massachusetts
$249K – – –