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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
626
MCF Advisors
Kentucky
$206K – – –
DWS
627
Discipline Wealth Solutions
South Carolina
$205K +$203K +2,000 New
MHIC
628
Marble Harbor Investment Counsel
Massachusetts
$205K +$203K +2,000 New
SQA
629
Simon Quick Advisors
New Jersey
$204K +$202K +1,993 New
EPA
630
Element Pointe Advisors
Florida
$203K +$201K +1,983 New
KF
631
Krilogy Financial
Missouri
$203K +$195K +1,928 New
UBS AM
632
UBS AM
Illinois
$203K +$200K +1,975 New
MIM
633
Macroview Investment Management
Maryland
$202K +$200K +1,973 New
HC
634
Headland Capital
South Carolina
$202K +$200K +1,968 New
JF
635
JMN Financial
Ohio
$201K +$199K +1,961 New
BRWM
636
Blue Rock Wealth Management
North Carolina
$201K +$199K +1,960 New
IAIM
637
International Assets Investment Management
Florida
$190K -$25.1K -248 -12%
FDW
638
Fourth Dimension Wealth
Ohio
$190K -$26.6K -262 -12%
FP
639
Financial Perspectives
Minnesota
$181K +$913 +9 +0.5%
FFC
640
First Financial Corp
Indiana
$180K – – –
WP
641
WealthShield Partners
North Carolina
$179K – – –
KFGG
642
Keystone Financial Group (Georgia)
Georgia
$179K +$913 +9 +0.5%
TIAAOA
643
Teachers Insurance & Annuity Association of America
New York
$175K – – –
CW
644
Curio Wealth
Maryland
$174K – – –
SAM
645
Smartleaf Asset Management
Massachusetts
$166K +$105K +1,032 +181%
ACA
646
Aptus Capital Advisors
Alabama
$166K -$4.56K -45 -3%
BFP
647
Birchwood Financial Partners
Minnesota
$160K +$158K +1,559 New
CA
648
CoreCap Advisors
Michigan
$157K -$54.7K -539 -26%
HC
649
Hoese & Co
Minnesota
$154K +$152K +1,500 New
CA
650
Clearstead Advisors
Ohio
$153K – – –