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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FDW
651
Fourth Dimension Wealth
Ohio
$192K
TIAAOA
652
Teachers Insurance & Annuity Association of America
New York
$188K
BBHC
653
Brown Brothers Harriman & Co
New York
$184K
CA
654
Clearstead Advisors
Ohio
$177K +$12.4K +115 +8%
VL
655
Vima LLC
Michigan
$174K +$171K +1,580 New
BFP
656
Birchwood Financial Partners
Minnesota
$172K
HC
657
Hoese & Co
Minnesota
$165K
AIC
658
Archer Investment Corporation
Indiana
$161K
EWA
659
EverSource Wealth Advisors
Alabama
$159K -$39.5K -365 -20%
ZBNA
660
Zions Bancorporation, National Association
Utah
$152K +$53.7K +496 +56%
CFB
661
Cullen/Frost Bankers
Texas
$150K +$147K +1,362 New
BAM
662
Bellevue Asset Management
Washington
$147K +$145K +1,336 New
SHIM
663
Stone House Investment Management
Pennsylvania
$146K -$380K -3,516 -73%
AW
664
Avion Wealth
Texas
$146K -$11.9K -110 -8%
TCM
665
TD Capital Management
Tennessee
$146K
VWM
666
Vermillion Wealth Management
Minnesota
$143K
GJIA
667
Glass Jacobson Investment Advisors
Maryland
$137K +$325 +3 +0.2%
ATPW
668
Ashton Thomas Private Wealth
Arizona
$136K -$10.1K -93 -7%
CIAS
669
CBIZ Investment Advisory Services
Ohio
$136K
Bank Julius Baer & Co
670
Bank Julius Baer & Co
Switzerland
$135K
IWM
671
IMG Wealth Management
Florida
$131K +$5.19K +48 +4%
MHR
672
Matthew Hamilton Rosenberg
$123K
MCM
673
Manchester Capital Management
Vermont
$120K +$118K +1,089 New
CIAS
674
Capital Investment Advisory Services
North Carolina
$119K
BWS
675
Buck Wealth Strategies
Colorado
$116K +$114K +1,052 New