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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
301
Edge Wealth Management
New York
$25K +$24.1K +400 New
OC
302
Oakworth Capital
Alabama
$25K +$24.4K +404 New
HI
303
Human Investing
Oregon
$24K – – –
IFWM
304
Institute for Wealth Management
Colorado
$24K +$22.6K +375 New
SIC
305
Samalin Investment Counsel
New York
$24K +$23.1K +383 New
GI
306
Gradient Investments
Minnesota
$21K – – –
Deutsche Bank
307
Deutsche Bank
Germany
$20K +$19.2K +318 New
PA
308
PSI Advisors
Florida
$20K +$19.7K +327 New
TFS
309
TrustCore Financial Services
Tennessee
$19K – – –
SWM
310
Sugarloaf Wealth Management
Georgia
$19K +$18K +299 New
SFPG
311
Stonebridge Financial Planning Group
Florida
$19K +$18.1K +300 New
RFA
312
Reilly Financial Advisors
California
$17K – – –
Fifth Third Bancorp
313
Fifth Third Bancorp
Ohio
$14K -$6.93K -115 -34%
SFG
314
Sowa Financial Group
Rhode Island
$14K +$13.3K +220 New
PWP
315
Personal Wealth Partners
Minnesota
$13K – – –
JCM
316
Jacobi Capital Management
Pennsylvania
$13K +$2.65K +44 +28%
VCP
317
Verus Capital Partners
Arizona
$13K +$12.2K +203 New
FANJ
318
Financial Architects (New Jersey)
New Jersey
$12K – – –
HIA
319
Harbor Investment Advisory
Maryland
$12K +$11.7K +194 New
AIM
320
Anchor Investment Management
South Carolina
$11.3K – – –
AF
321
Advisornet Financial
Minnesota
$11K -$14K -232 -58%
HWA
322
HCR Wealth Advisors
California
$11K +$10.6K +175 New
SBL
323
Sargent Bickham Lagudis
Colorado
$10K – – –
LDFR
324
Lehman & Derafelo Financial Resources
Pennsylvania
$9K – – –
FRA
325
Front Row Advisors
California
$9K +$904 +15 +13%