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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
576
CGN Advisors
Kansas
$208K
IA
577
Inspire Advisors
Idaho
$205K -$13K -139 -6%
UWPG
578
Ullmann Wealth Partners Group
Florida
$204K -$152K -1,624 -42%
KW
579
KWB Wealth
California
$202K +$204K +2,179 New
MGW
580
MB Generational Wealth
Washington
$201K
ML
581
McAdam LLC
Pennsylvania
$200K -$13.8K -147 -6%
T
582
Transce3nd
Texas
$199K -$14.7K -157 -7%
AWM
583
Angeles Wealth Management
California
$199K
WSFS
584
Wilmington Savings Fund Society
Delaware
$198K +$6.01K +64 +3%
MA
585
MCF Advisors
Kentucky
$185K
FFC
586
First Financial Corp
Indiana
$162K
NP
587
NorthRock Partners
Minnesota
$162K +$28.1K +299 +21%
FP
588
Financial Perspectives
Minnesota
$162K +$657 +7 +0.4%
WP
589
WealthShield Partners
North Carolina
$162K
TIAAOA
590
Teachers Insurance & Annuity Association of America
New York
$157K
KFGG
591
Keystone Financial Group (Georgia)
Georgia
$153K +$657 +7 +0.4%
CA
592
Continuum Advisory
Idaho
$144K
AW
593
Avion Wealth
Texas
$138K
LFG
594
Larson Financial Group
Missouri
$138K +$3.66K +39 +3%
CA
595
Clearstead Advisors
Ohio
$138K
BBHC
596
Brown Brothers Harriman & Co
New York
$136K +$28.4K +303 +26%
VWA
597
Valued Wealth Advisors
Utah
$129K +$100K +1,066 +316%
HI
598
Harbour Investments
Wisconsin
$128K +$16.3K +174 +14%
CA
599
CoreCap Advisors
Michigan
$128K +$23.4K +249 +22%
AT
600
Arlington Trust
Alabama
$123K