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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWGC
576
Summit Wealth Group (Colorado)
Colorado
$256K +$253K +2,493 New
NSIM
577
North Star Investment Management
Illinois
$255K +$203 +2 +0.1%
FWM
578
Fingerlakes Wealth Management
New York
$254K +$1.32K +13 +0.5%
PWP
579
Prasad Wealth Partners
Ohio
$251K +$5.58K +55 +2%
HFS
580
Hopwood Financial Services
Virginia
$247K
MWAM
581
Manhattan West Asset Management
California
$244K +$1.32K +13 +0.6%
SWRP
582
Summit Wealth & Retirement Planning
California
$240K
BSSFA
583
Baron Silver Stevens Financial Advisors
Florida
$239K -$24.7K -244 -9%
OA
584
Operose Advisors
Wisconsin
$238K +$3.04K +30 +1%
CAL
585
Capital Analysts LLC
Pennsylvania
$238K -$5.27K -52 -2%
CW
586
CreativeOne Wealth
Kansas
$237K +$18.6K +183 +9%
LA
587
Legacy Advisors
Pennsylvania
$237K +$234K +2,311 New
FWP
588
Falcon Wealth Planning
California
$236K -$5.98K -59 -2%
CA
589
Continuum Advisory
Idaho
$235K +$232K +2,291 New
Empower Advisory Group
590
Empower Advisory Group
Colorado
$233K +$231K +2,277 New
PCA
591
Pallas Capital Advisors
Massachusetts
$232K +$230K +2,265 New
First Trust Advisors
592
First Trust Advisors
Illinois
$232K -$13K -128 -5%
TC
593
Trilogy Capital
California
$231K -$2.13K -21 -0.9%
PSA
594
Plum Street Advisors
Louisiana
$231K +$19.9K +196 +10%
AWM
595
Accel Wealth Management
Iowa
$231K
KFI
596
Key Financial Inc
Pennsylvania
$230K -$9.94K -98 -4%
DC
597
Davenport & Co
Virginia
$229K -$3.85K -38 -2%
IAS
598
Insigneo Advisory Services
Florida
$229K -$209K -2,064 -48%
VWA
599
Visionary Wealth Advisors
Illinois
$228K
SRCM
600
Signature Resources Capital Management
California
$227K