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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMA
351
Sage Mountain Advisors
Georgia
$60K +$6.61K +91 +12%
RFA
352
Reilly Financial Advisors
California
$59K – – –
OFG
353
Oxford Financial Group
Indiana
$59K +$60.6K +835 New
FFA
354
Founders Financial Alliance
North Carolina
$56K – – –
TF
355
Tompkins Financial
New York
$56K +$57.4K +790 New
TC
356
Truvestments Capital
Florida
$54K – – –
BMD
357
Better Money Decisions
New Mexico
$54K +$54.6K +752 +5,371%
TLFA
358
True Link Financial Advisors
California
$50K +$50.8K +699 New
CPFP
359
Clear Perspectives Financial Planning
Ohio
$47K +$48.1K +663 New
GWSG
360
GPS Wealth Strategies Group
Colorado
$46K +$73 +1 +0.2%
NFSG
361
Newbridge Financial Services Group
Florida
$44K – – –
BBHC
362
Brown Brothers Harriman & Co
New York
$42K – – –
KTC
363
Kistler-Tiffany Companies
Pennsylvania
$37K – – –
CHA
364
Carmichael Hill & Associates
Maryland
$33K – – –
HI
365
Hudock Inc
Pennsylvania
$33K +$73 +1 +0.2%
AssetMark Inc
366
AssetMark Inc
California
$33K +$7.04K +97 +27%
LWA
367
Lenox Wealth Advisors
New York
$32K +$4.43K +61 +15%
BWM
368
Baystate Wealth Management
Massachusetts
$28K – – –
EWM
369
Edge Wealth Management
New York
$28K – – –
JPLA
370
Joseph P. Lucia & Associates
New York
$28K – – –
PFBT
371
Parkside Financial Bank & Trust
Missouri
$28K – – –
AFS
372
Annapolis Financial Services
Maryland
$27K +$27.2K +374 New
AWM
373
Accel Wealth Management
Iowa
$25K – – –
GLLW
374
Graves Light Lenhart Wealth
Virginia
$25K – – –
AWA
375
Arkadios Wealth Advisors
Georgia
$23K -$51.4K -708 -68%