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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
626
Collaborative Wealth Management
Florida
$204K -$18.5K -176 -8%
KFGK
627
Keystone Financial Group (Kentucky)
Kentucky
$203K +$208K +1,984 New
EPA
628
Element Pointe Advisors
Florida
$203K
CPIG
629
Chicago Partners Investment Group
Illinois
$203K +$199K +1,899 New
MIM
630
Macroview Investment Management
Maryland
$202K +$629 +6 +0.3%
KA
631
Kovack Advisors
Florida
$200K -$10.7K -102 -5%
IAIM
632
International Assets Investment Management
Florida
$190K +$210 +2 +0.1%
EWA
633
EverSource Wealth Advisors
Alabama
$185K -$35.9K -342 -16%
TSMHT
634
Thurston Springer Miller Herd & Titak
Indiana
$185K +$154K +1,464 +426%
Qube Research & Technologies (QRT)
635
Qube Research & Technologies (QRT)
United Kingdom
$185K -$435K -4,146 -70%
FP
636
Financial Perspectives
Minnesota
$181K +$734 +7 +0.4%
FFC
637
First Financial Corp
Indiana
$180K
WP
638
WealthShield Partners
North Carolina
$180K +$629 +6 +0.3%
KFGG
639
Keystone Financial Group (Georgia)
Georgia
$179K +$734 +7 +0.4%
FDW
640
Fourth Dimension Wealth
Ohio
$178K -$11.4K -109 -6%
TIAAOA
641
Teachers Insurance & Annuity Association of America
New York
$174K
CW
642
Curio Wealth
Maryland
$171K
BBHC
643
Brown Brothers Harriman & Co
New York
$171K +$52.5K +501 +43%
BFP
644
Birchwood Financial Partners
Minnesota
$159K +$105 +1 +0.1%
ACA
645
Aptus Capital Advisors
Alabama
$155K -$10.1K -96 -6%
HC
646
Hoese & Co
Minnesota
$153K
CA
647
Clearstead Advisors
Ohio
$152K
AIC
648
Archer Investment Corporation
Indiana
$150K +$141K +1,340 +1,089%
AW
649
Avion Wealth
Texas
$147K
CA
650
CoreCap Advisors
Michigan
$141K -$16.4K -156 -10%