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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
576
Accel Wealth Management
Iowa
$208K – – –
PFA
577
Pinnacle Family Advisors
Missouri
$208K -$3.1K -33 -1%
CA
578
CGN Advisors
Kansas
$208K – – –
IA
579
Inspire Advisors
Idaho
$205K -$13K -139 -6%
UWPG
580
Ullmann Wealth Partners Group
Florida
$204K -$152K -1,624 -42%
KW
581
KWB Wealth
California
$202K +$204K +2,179 New
MGW
582
MB Generational Wealth
Washington
$201K – – –
ML
583
McAdam LLC
Pennsylvania
$200K -$13.8K -147 -6%
T
584
Transce3nd
Texas
$199K -$14.7K -157 -7%
AWM
585
Angeles Wealth Management
California
$199K – – –
WSFS
586
Wilmington Savings Fund Society
Delaware
$198K +$6.01K +64 +3%
MA
587
MCF Advisors
Kentucky
$185K – – –
FFC
588
First Financial Corp
Indiana
$162K – – –
NP
589
NorthRock Partners
Minnesota
$162K +$28.1K +299 +21%
FP
590
Financial Perspectives
Minnesota
$162K +$657 +7 +0.4%
WP
591
WealthShield Partners
North Carolina
$162K – – –
TIAAOA
592
Teachers Insurance & Annuity Association of America
New York
$157K – – –
KFGG
593
Keystone Financial Group (Georgia)
Georgia
$153K +$657 +7 +0.4%
CA
594
Continuum Advisory
Idaho
$144K – – –
AW
595
Avion Wealth
Texas
$138K – – –
LFG
596
Larson Financial Group
Missouri
$138K +$3.66K +39 +3%
CA
597
Clearstead Advisors
Ohio
$138K – – –
BBHC
598
Brown Brothers Harriman & Co
New York
$136K +$28.4K +303 +26%
VWA
599
Valued Wealth Advisors
Utah
$129K +$100K +1,066 +316%
HI
600
Harbour Investments
Wisconsin
$128K +$16.3K +174 +14%