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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
201
SVB Wealth
Massachusetts
$694K -$8.66K -132 -1%
FF
202
FourThought Financial
Florida
$667K -$49.2K -750 -7%
BBHBI
203
B, B, H, & B Inc
Alabama
$666K -$3.5M -53,389 -85%
IFG
204
Investors Financial Group
Minnesota
$654K -$12.1K -185 -2%
Lido Advisors
205
Lido Advisors
California
$638K -$54.5K -831 -8%
CPO
206
Cerity Partners OCIO
New York
$616K -$1.77K -27 -0.3%
FCM
207
Firestone Capital Management
Florida
$613K
RTS
208
Round Table Services
New Jersey
$612K +$197K +3,005 +51%
WCM
209
WealthBridge Capital Management
Ohio
$611K +$132K +2,011 +29%
PFA
210
Pure Financial Advisors
California
$602K
RJT
211
Raymond James Trust
Florida
$584K +$111K +1,695 +25%
Wolverine Trading
212
Wolverine Trading
Illinois
$565K +$536K +8,166 New
NA
213
NewEdge Advisors
Louisiana
$560K -$233K -3,546 -30%
BPA
214
Beacon Pointe Advisors
California
$555K +$114K +1,730 +27%
CFA
215
Cahill Financial Advisors
Minnesota
$548K +$2.63K +40 +0.5%
CAM
216
Cresset Asset Management
Illinois
$541K +$146K +2,226 +40%
Mercer Global Advisors
217
Mercer Global Advisors
Colorado
$530K +$287K +4,369 +131%
CL
218
CIM LLC
New York
$524K -$28.7K -437 -6%
SFS
219
Sowell Financial Services
Arkansas
$508K +$318K +4,848 +230%
WT
220
Whittier Trust
California
$507K
WAP
221
Wealthcare Advisory Partners
Pennsylvania
$502K +$11.2K +170 +2%
NFG
222
Next Financial Group
Texas
$499K -$4.26K -65 -0.9%
KL
223
KWMG LLC
Kansas
$498K -$722 -11 -0.2%
FA
224
FDx Advisors
Illinois
$493K -$6.23K -95 -1%
UWPG
225
Ullmann Wealth Partners Group
Florida
$484K +$197 +3 +0%