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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFGG
601
Keystone Financial Group (Georgia)
Georgia
$173K +$779 +8 +0.5%
SIS
602
Sound Income Strategies
Florida
$171K -$132K -1,355 -44%
TIAAOA
603
Teachers Insurance & Annuity Association of America
New York
$170K
CW
604
Curio Wealth
Maryland
$167K +$163K +1,674 New
ACA
605
Aptus Capital Advisors
Alabama
$166K -$8.37K -86 -5%
TCOV
606
Trust Company of Vermont
Vermont
$153K +$82K +842 +122%
Russell Investments Group
607
Russell Investments Group
United Kingdom
$151K -$3.22M -33,071 -96%
AW
608
Avion Wealth
Texas
$149K
CA
609
Clearstead Advisors
Ohio
$149K
LFG
610
Larson Financial Group
Missouri
$149K +$2.14K +22 +1%
Bank Julius Baer & Co
611
Bank Julius Baer & Co
Switzerland
$138K +$14.9K +153 +12%
TCM
612
TD Capital Management
Tennessee
$132K
HI
613
Harbour Investments
Wisconsin
$131K +$3.41K +35 +3%
VWM
614
Vermillion Wealth Management
Minnesota
$129K
CIAS
615
CBIZ Investment Advisory Services
Ohio
$123K
PAM
616
Palisade Asset Management
Minnesota
$122K +$119K +1,222 New
IWP
617
IAG Wealth Partners
Wisconsin
$117K
BBHC
618
Brown Brothers Harriman & Co
New York
$117K
AIM
619
Anchor Investment Management
South Carolina
$115K -$3.99K -41 -3%
IWM
620
IMG Wealth Management
Florida
$114K
MHR
621
Matthew Hamilton Rosenberg
$112K -$1.66K -17 -1%
CIAS
622
Capital Investment Advisory Services
North Carolina
$108K
SC
623
Stephens Consulting
Michigan
$108K
EWA
624
EverSource Wealth Advisors
Alabama
$96.7K
PPC
625
Park Place Capital
Alabama
$95.9K +$389 +4 +0.4%