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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWP
626
Elevation Wealth Partners
California
$78.8K +$81.8K +851 New
GJIA
627
Glass Jacobson Investment Advisors
Maryland
$77.9K +$15.6K +162 +24%
PA
628
Pineridge Advisors
Missouri
$73.9K +$289 +3 +0.4%
FFA
629
Founders Financial Alliance
North Carolina
$71.7K +$289 +3 +0.4%
PFA
630
Pathway Financial Advisers
Indiana
$69.9K +$481 +5 +0.7%
FHA
631
First Horizon Advisors
Tennessee
$69.8K -$5.39K -56 -7%
GM
632
GeoWealth Management
Illinois
$69.6K -$37.5K -390 -34%
NRC
633
New Republic Capital
North Carolina
$66.1K +$68.7K +714 New
PCFFS
634
Pacific Center for Financial Services
California
$65.6K – – –
TCOV
635
Trust Company of Vermont
Vermont
$63.8K – – –
AWM
636
Abound Wealth Management
Tennessee
$62.9K -$7.69K -80 -11%
KPP
637
Kings Path Partners
Texas
$62.5K -$48.6K -505 -43%
TC
638
Truvestments Capital
Florida
$60.2K – – –
FF
639
Finley Financial
Nevada
$59.9K +$61.6K +640 New
MG
640
Mather Group
Illinois
$59.2K – – –
BCWM
641
Bartlett & Co Wealth Management
Ohio
$56.6K – – –
MBFW
642
Morton Brown Family Wealth
Pennsylvania
$53.5K -$20.4K -212 -27%
SMA
643
Sage Mountain Advisors
Georgia
$51.8K – – –
AG
644
AmeriFlex Group
Nevada
$48.5K +$49K +509 New
BWL
645
Bogart Wealth LLC
Virginia
$48.1K – – –
PCTC
646
Perkins Coie Trust Company
Washington
$47.4K – – –
MFT
647
Moisand Fitzgerald Tamayo
Florida
$46.8K – – –
CWP
648
Concord Wealth Partners
Virginia
$45.8K +$289 +3 +0.6%
TFGT
649
TS Financial Group (TSFG)
Illinois
$45K – – –
WCM
650
Winthrop Capital Management
Indiana
$45K +$46.9K +488 New