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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
176
Cahill Financial Advisors
Minnesota
$405K +$2.95K +54 +0.7%
NFG
177
Next Financial Group
Texas
$405K +$29K +530 +8%
WT
178
Whittier Trust
California
$400K
IA
179
IFG Advisory
Georgia
$396K +$28.7K +525 +8%
UWPG
180
Ullmann Wealth Partners Group
Florida
$381K +$219 +4 +0.1%
KL
181
KWMG LLC
Kansas
$378K -$14.4K -264 -4%
BRWA
182
B. Riley Wealth Advisors
Florida
$371K +$35.2K +644 +10%
RG
183
Rikoon Group
New Mexico
$370K -$56.2K -1,028 -13%
CCMD
184
Cypress Capital Management (Delaware)
Delaware
$369K
RJT
185
Raymond James Trust
Florida
$368K
APG
186
Abacus Planning Group
South Carolina
$366K
VFP
187
Verus Financial Partners
Virginia
$366K +$368K +6,737 New
ZIG
188
Zuckerman Investment Group
Illinois
$358K +$47.9K +877 +15%
EIA
189
Eldridge Investment Advisors
New Hampshire
$352K +$82K +1,500 +30%
CAM
190
Cozad Asset Management
Illinois
$346K
TC
191
TAP Consulting
Missouri
$342K +$6.89K +126 +2%
RBC
192
Roble Belko & Company
Pennsylvania
$318K
RWM
193
Raffa Wealth Management
District of Columbia
$309K +$25.7K +470 +9%
BPA
194
Beacon Pointe Advisors
California
$307K +$49.9K +913 +19%
AWE
195
Avidian Wealth Enterprises
Texas
$305K +$601 +11 +0.2%
M&T Bank
196
M&T Bank
New York
$303K +$16.5K +301 +6%
Prudential Financial
197
Prudential Financial
New Jersey
$290K +$27.9K +511 +11%
NA
198
NewEdge Advisors
Louisiana
$289K -$24K -440 -8%
MIA
199
MainStreet Investment Advisors
Illinois
$286K -$19.4M -355,779 -99%
DADC
200
D.A. Davidson & Co
Montana
$286K