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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
326
Patriot Financial Group Insurance Agency
Massachusetts
$142K -$220K -3,065 -61%
HI
327
Harbour Investments
Wisconsin
$142K +$10.4K +145 +8%
EW
328
Element Wealth
Mississippi
$135K +$19.6K +272 +17%
FFC
329
First Financial Corp
Indiana
$127K – – –
FPW
330
Flagship Private Wealth
Massachusetts
$127K +$36.3K +505 +40%
LWP
331
Laurel Wealth Planning
Minnesota
$125K -$43.5K -605 -26%
TFGT
332
TS Financial Group (TSFG)
Illinois
$125K +$89.3K +1,242 +248%
Bank Julius Baer & Co
333
Bank Julius Baer & Co
Switzerland
$121K +$72 +1 +0.1%
AWM
334
Avior Wealth Management
Nebraska
$116K +$360 +5 +0.3%
Barclays
335
Barclays
United Kingdom
$112K +$112K +1,561 New
CA
336
Clearstead Advisors
Ohio
$107K – – –
FP
337
Financial Perspectives
Minnesota
$102K +$144 +2 +0.1%
Simplex Trading
338
Simplex Trading
Illinois
$96K +$96.8K +1,346 New
ADL
339
Asset Dedication LLC
California
$93K – – –
MMG
340
Monetary Management Group
Missouri
$92K – – –
FHC
341
First Horizon Corporation
Tennessee
$88K – – –
IF
342
Ironwood Financial
Arizona
$74K – – –
AWA
343
Arkadios Wealth Advisors
Georgia
$74K +$14.4K +200 +24%
PGWM
344
Parisi Gray Wealth Management
New Jersey
$67K +$66.5K +925 New
HFA
345
Hoover Financial Advisors
Pennsylvania
$66K – – –
CIA
346
Cascade Investment Advisors
Oregon
$64.8K – – –
RFA
347
Reilly Financial Advisors
California
$60K +$8.77K +122 +17%
FFA
348
Founders Financial Alliance
North Carolina
$56K – – –
CP
349
Castleview Partners
Texas
$56K +$56K +778 New
SMA
350
Sage Mountain Advisors
Georgia
$55K +$11.4K +159 +26%