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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
276
Cascade Investment Advisors
Oregon
$50.1K – – –
BA
277
Ballast Advisors
Minnesota
$48K – – –
OFG
278
Oxford Financial Group
Indiana
$44K -$1.31M -25,611 -97%
ZB
279
Zions Bancorporation
Utah
$43K +$42.2K +827 New
RFA
280
Reilly Financial Advisors
California
$40K +$25.5K +500 +185%
CFB
281
Cullen/Frost Bankers
Texas
$39K +$12.1K +237 +46%
TC
282
Truvestments Capital
Florida
$39K +$34.6K +677 +879%
TFGT
283
TS Financial Group (TSFG)
Illinois
$33K +$664 +13 +2%
TFS
284
TrustCore Financial Services
Tennessee
$31K – – –
FCA
285
FinTrust Capital Advisors
South Carolina
$28K -$4.9K -96 -15%
VFA
286
Valeo Financial Advisors
Indiana
$26K +$20.5K +401 +401%
CHA
287
Carmichael Hill & Associates
Maryland
$24K – – –
JWM
288
Janiczek Wealth Management
Colorado
$24K +$23.2K +455 New
BWM
289
Baystate Wealth Management
Massachusetts
$21K – – –
EWM
290
Edge Wealth Management
New York
$21K – – –
LWA
291
Lenox Wealth Advisors
New York
$21K – – –
JPLA
292
Joseph P. Lucia & Associates
New York
$20K – – –
TC
293
Trust Company
Kansas
$20K +$19.9K +389 New
SFPG
294
Stonebridge Financial Planning Group
Florida
$16K – – –
SWM
295
Sugarloaf Wealth Management
Georgia
$16K – – –
VRM
296
Vectors Research Management
New York
$12K -$14.7K -288 -56%
AA
297
Ancora Advisors
Ohio
$12K +$11.4K +223 New
HIA
298
Harbor Investment Advisory
Maryland
$10K – – –
AIM
299
Anchor Investment Management
South Carolina
$9.4K – – –
Fifth Third Bancorp
300
Fifth Third Bancorp
Ohio
$9K – – –