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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFPG
376
Stonebridge Financial Planning Group
Florida
$17K +$16.5K +230 New
SWM
377
Sugarloaf Wealth Management
Georgia
$16K -$138K -1,923 -90%
HIA
378
Harbor Investment Advisory
Maryland
$16K
TCM
379
Tradewinds Capital Management
Washington
$15K
BCWM
380
Bartlett & Co Wealth Management
Ohio
$14.4K
BC
381
Bartlett & Co
Ohio
$14K
PWP
382
Personal Wealth Partners
Minnesota
$14K +$14.4K +200 New
Fifth Third Bancorp
383
Fifth Third Bancorp
Ohio
$13K -$8.41K -117 -39%
PCA
384
Providence Capital Advisors
North Carolina
$13K
AA
385
Ancora Advisors
Ohio
$13K +$1.44K +20 +12%
AIM
386
Anchor Investment Management
South Carolina
$13K
LFG
387
Larson Financial Group
Missouri
$12K
GI
388
Gradient Investments
Minnesota
$11K
LDFR
389
Lehman & Derafelo Financial Resources
Pennsylvania
$11K
LIA
390
LS Investment Advisors
Michigan
$11K +$11.4K +158 New
CTB
391
Country Trust Bank
Illinois
$10K
TCOV
392
Trust Company of Vermont
Vermont
$10K
WTC
393
WhitTier Trust Company
Nevada
$8K
TRCT
394
Tower Research Capital (TRC)
New York
$8K +$8.13K +113 New
FFA
395
Freedman Financial Associates
Massachusetts
$7K
JCM
396
Jacobi Capital Management
Pennsylvania
$7K
WQ
397
Wealth Quarterback
New Jersey
$7K +$6.26K +87 New
MIM
398
MTM Investment Management
South Carolina
$6K -$3.81K -53 -40%
JFGIW
399
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K
TC
400
Trust Company
Kansas
$5K