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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
151
Beam Wealth Advisors
Louisiana
$6.16M -$1.42M -15,745 -19%
AWM
152
Able Wealth Management
New Jersey
$6M +$149K +1,649 +3%
GRP
153
Global Retirement Partners
California
$5.67M +$5.41M +59,945 New
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
$5.66M -$503K -5,569 -9%
DWM
155
Defined Wealth Management
Oregon
$5.51M -$247K -2,740 -4%
MA
156
Mutual Advisors
Nebraska
$5.49M +$243K +2,687 +5%
VPW
157
Variant Private Wealth
Virginia
$5.48M +$51K +565 +1%
1WA
158
180 Wealth Advisors
Washington
$5.38M -$56.8K -629 -1%
SCM
159
SCS Capital Management
Massachusetts
$5.37M -$104K -1,151 -2%
Comerica Bank
160
Comerica Bank
Texas
$5.29M +$474K +5,255 +10%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$5.2M +$181 +2 +0%
HCM
162
Howland Capital Management
Massachusetts
$5.14M
SWM
163
Spire Wealth Management
Virginia
$5.08M -$222K -2,463 -4%
UWM
164
USAdvisors Wealth Management
Minnesota
$5.03M +$64.5K +715 +1%
EWM
165
Endowment Wealth Management
Wisconsin
$5.01M +$1.04M +11,489 +28%
SCP
166
Stevens Capital Partners
Nebraska
$5M -$361 -4 -0%
SS
167
Sunbelt Securities
Texas
$4.88M -$232K -2,574 -5%
WC
168
Weil Company
California
$4.86M -$23M -254,852 -83%
PWM
169
Perigon Wealth Management
California
$4.79M +$117K +1,295 +3%
BCG
170
Breakwater Capital Group
New Jersey
$4.78M -$6.59K -73 -0.1%
EFM
171
Eley Financial Management
Vermont
$4.75M +$4.24K +47 +0.1%
FWP
172
Forefront Wealth Partners
Texas
$4.64M +$61.9K +686 +1%
US Bancorp
173
US Bancorp
Minnesota
$4.54M -$53.3K -591 -1%
SWP
174
Summit Wealth Partners
Florida
$4.53M +$675K +7,480 +19%
AMG
175
Asset Management Group
Connecticut
$4.48M +$19.2K +213 +0.5%