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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
401
Freedman Financial Associates
Massachusetts
$7K – – –
JCM
402
Jacobi Capital Management
Pennsylvania
$7K – – –
WQ
403
Wealth Quarterback
New Jersey
$7K – – –
MIM
404
MTM Investment Management
South Carolina
$6K – – –
BCWM
405
Bartlett & Co Wealth Management
Ohio
$5.32K -$9.08K -125 -63%
BC
406
Bartlett & Co
Ohio
$5K -$9.08K -125 -63%
KFS
407
Kelly Financial Services
Massachusetts
$4.76K – – –
CAAS
408
Capital Asset Advisory Services
Michigan
$4K – – –
FMP
409
Financial Management Professionals
Texas
$4K – – –
JFA
410
JNBA Financial Advisors
Minnesota
$4K – – –
TC
411
Trust Company
Kansas
$4K – – –
AIC
412
Archer Investment Corporation
Indiana
$3.19K +$3.27K +45 New
CAGAS
413
Capital Advisory Group Advisory Services
Minnesota
$3K – – –
WFA
414
West Financial Advisors
Iowa
$3K – – –
WWM
415
Wolff Wiese Magana
California
$3K – – –
MAM
416
Meeder Asset Management
Ohio
$2K -$871 -12 -30%
CWP
417
Concord Wealth Partners
Virginia
$2K – – –
RG
418
Retirement Group
California
$2K – – –
VNA
419
Valley National Advisers
Pennsylvania
$2K – – –
LWM
420
Liberty Wealth Management
California
$2K +$73 +1 +3%
GWMIA
421
Global Wealth Management Investment Advisory
Florida
$2K +$2.32K +32 New
TAM
422
Tucker Asset Management
Colorado
$1.85K – – –
Franklin Resources
423
Franklin Resources
California
– -$238M -3,314,095 Closed
Charles Schwab
424
Charles Schwab
California
– -$64.5M -896,119 Closed
KOMWMG
425
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$14.3M -199,009 Closed