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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CHA
326
Carmichael Hill & Associates
Maryland
$29K – – –
ZB
327
Zions Bancorporation
Utah
$26K – – –
BWM
328
Baystate Wealth Management
Massachusetts
$25K – – –
EWM
329
Edge Wealth Management
New York
$25K – – –
LWA
330
Lenox Wealth Advisors
New York
$25K – – –
CIAS
331
Capital Investment Advisory Services
North Carolina
$25K +$23.1K +395 New
BAMG
332
Brand Asset Management Group
Missouri
$25K +$23.4K +399 New
JPLA
333
Joseph P. Lucia & Associates
New York
$24K +$22.8K +390 New
AWM
334
Accel Wealth Management
Iowa
$22K +$20.7K +354 New
GLLW
335
Graves Light Lenhart Wealth
Virginia
$22K +$20.7K +354 New
TFS
336
TrustCore Financial Services
Tennessee
$19K -$17.8K -303 -50%
SWM
337
Sugarloaf Wealth Management
Georgia
$19K – – –
S
338
SignatureFD
Georgia
$18K – – –
Bessemer Group
339
Bessemer Group
New Jersey
$17K -$128K -2,187 -89%
DOA
340
D'Orazio & Associates
Virginia
$17K +$16.3K +279 New
TRCT
341
Tower Research Capital (TRC)
New York
$15K +$14.5K +248 New
HIA
342
Harbor Investment Advisory
Maryland
$14K +$1.47K +25 +13%
AssetMark Inc
343
AssetMark Inc
California
$12K -$151K -2,584 -93%
MFT
344
Moisand Fitzgerald Tamayo
Florida
$12K – – –
AIM
345
Anchor Investment Management
South Carolina
$11.2K – – –
Fifth Third Bancorp
346
Fifth Third Bancorp
Ohio
$11K -$19.1K -326 -64%
HWA
347
HCR Wealth Advisors
California
$11K – – –
LFG
348
Larson Financial Group
Missouri
$11K – – –
PCA
349
Providence Capital Advisors
North Carolina
$11K +$10.5K +180 New
CWM
350
Curi Wealth Management
North Carolina
$11K +$10.6K +181 New