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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAM
376
Delta Asset Management
Tennessee
$18K – – –
SFPG
377
Stonebridge Financial Planning Group
Florida
$17K +$16.5K +230 New
SWM
378
Sugarloaf Wealth Management
Georgia
$16K -$138K -1,923 -90%
HIA
379
Harbor Investment Advisory
Maryland
$16K – – –
TCM
380
Tradewinds Capital Management
Washington
$15K – – –
BCWM
381
Bartlett & Co Wealth Management
Ohio
$14.4K – – –
BC
382
Bartlett & Co
Ohio
$14K – – –
PWP
383
Personal Wealth Partners
Minnesota
$14K +$14.4K +200 New
Fifth Third Bancorp
384
Fifth Third Bancorp
Ohio
$13K -$8.41K -117 -39%
PCA
385
Providence Capital Advisors
North Carolina
$13K – – –
AA
386
Ancora Advisors
Ohio
$13K +$1.44K +20 +12%
AIM
387
Anchor Investment Management
South Carolina
$13K – – –
LFG
388
Larson Financial Group
Missouri
$12K – – –
GI
389
Gradient Investments
Minnesota
$11K – – –
LDFR
390
Lehman & Derafelo Financial Resources
Pennsylvania
$11K – – –
LIA
391
LS Investment Advisors
Michigan
$11K +$11.4K +158 New
CTB
392
Country Trust Bank
Illinois
$10K – – –
TCOV
393
Trust Company of Vermont
Vermont
$10K – – –
WTC
394
WhitTier Trust Company
Nevada
$8K – – –
TRCT
395
Tower Research Capital (TRC)
New York
$8K +$8.13K +113 New
FFA
396
Freedman Financial Associates
Massachusetts
$7K – – –
JCM
397
Jacobi Capital Management
Pennsylvania
$7K – – –
WQ
398
Wealth Quarterback
New Jersey
$7K +$6.26K +87 New
MIM
399
MTM Investment Management
South Carolina
$6K -$3.81K -53 -40%
JFGIW
400
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K – – –