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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
626
Scarborough Advisors
Maryland
$204K +$209K +1,995 New
RA
627
Riverstone Advisors
Texas
$204K +$209K +1,993 New
CWM
628
Collaborative Wealth Management
Florida
$204K -$18.5K -176 -8%
KFGK
629
Keystone Financial Group (Kentucky)
Kentucky
$203K +$208K +1,984 New
EPA
630
Element Pointe Advisors
Florida
$203K – – –
CPIG
631
Chicago Partners Investment Group
Illinois
$203K +$199K +1,899 New
MIM
632
Macroview Investment Management
Maryland
$202K +$629 +6 +0.3%
KA
633
Kovack Advisors
Florida
$200K -$10.7K -102 -5%
IAIM
634
International Assets Investment Management
Florida
$190K +$210 +2 +0.1%
EWA
635
EverSource Wealth Advisors
Alabama
$185K -$35.9K -342 -16%
TSMHT
636
Thurston Springer Miller Herd & Titak
Indiana
$185K +$154K +1,464 +426%
Qube Research & Technologies (QRT)
637
Qube Research & Technologies (QRT)
United Kingdom
$185K -$435K -4,146 -70%
FP
638
Financial Perspectives
Minnesota
$181K +$734 +7 +0.4%
FFC
639
First Financial Corp
Indiana
$180K – – –
WP
640
WealthShield Partners
North Carolina
$180K +$629 +6 +0.3%
KFGG
641
Keystone Financial Group (Georgia)
Georgia
$179K +$734 +7 +0.4%
FDW
642
Fourth Dimension Wealth
Ohio
$178K -$11.4K -109 -6%
TIAAOA
643
Teachers Insurance & Annuity Association of America
New York
$174K – – –
CW
644
Curio Wealth
Maryland
$171K – – –
BBHC
645
Brown Brothers Harriman & Co
New York
$171K +$52.5K +501 +43%
BFP
646
Birchwood Financial Partners
Minnesota
$159K +$105 +1 +0.1%
ACA
647
Aptus Capital Advisors
Alabama
$155K -$10.1K -96 -6%
HC
648
Hoese & Co
Minnesota
$153K – – –
CA
649
Clearstead Advisors
Ohio
$152K – – –
AIC
650
Archer Investment Corporation
Indiana
$150K +$141K +1,340 +1,089%