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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
176
Perigon Wealth Management
California
$4.67M +$41.9K +436 +0.9%
EFM
177
Eley Financial Management
Vermont
$4.64M -$116K -1,202 -2%
BCG
178
Breakwater Capital Group
New Jersey
$4.64M -$62.5K -650 -1%
FWP
179
Forefront Wealth Partners
Texas
$4.64M +$4.82M +50,069 New
AMG
180
Asset Management Group
Connecticut
$4.38M +$25.8K +268 +0.6%
IAA
181
Independent Advisor Alliance
North Carolina
$4.34M +$4.51M +46,916 New
M&T Bank
182
M&T Bank
New York
$4.31M -$930K -9,671 -17%
RSWM
183
Robertson Stephens Wealth Management
California
$4.31M -$3.47M -36,115 -44%
HNB
184
Huntington National Bank
Ohio
$4.23M -$1M -10,433 Closed
CAM
185
Cresset Asset Management
Illinois
$4.06M +$347K +3,608 +9%
NA
186
NewEdge Advisors
Louisiana
$3.96M +$498K +5,173 +14%
B
187
Bailard
California
$3.86M -$114K -1,182 -3%
VFPW
188
Vantage Financial Partners (Wisconsin)
Wisconsin
$3.81M +$82.3K +856 +2%
DDPIC
189
Deroy & Devereaux Private Investment Counsel
Michigan
$3.73M +$23.9K +248 +0.6%
WMP
190
Wealth Management Partners
Arizona
$3.67M -$292K -3,031 -7%
PCA
191
Prosperity Capital Advisors
Ohio
$3.62M -$113K -1,180 -3%
MOS
192
MGO One Seven
Ohio
$3.6M +$184K +1,909 +5%
P
193
&Partners
Tennessee
$3.56M +$436K +4,532 +13%
EWA
194
EP Wealth Advisors
California
$3.5M +$136K +1,409 +4%
Kovitz Investment Group Partners
195
Kovitz Investment Group Partners
Illinois
$3.46M +$1.88M +19,515 +109%
WWM
196
WJ Wealth Management
Arizona
$3.43M -$1.85M -19,284 -34%
SOS
197
Silver Oak Securities
Tennessee
$3.4M -$2.61M -27,187 -43%
SWP
198
Summit Wealth Partners
Florida
$3.37M +$192K +1,994 +6%
LRIA
199
Leonard Rickey Investment Advisors
Washington
$3.32M -$49.1K -511 -1%
PPW
200
Presilium Private Wealth
Pennsylvania
$3.31M +$23.6K +245 +0.7%