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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
401
SOA Wealth Advisors
New York
$57K +$63.6K +921 New
OFG
402
Oxford Financial Group
Indiana
$51K -$6.01K -87 -10%
CAAS
403
Capital Asset Advisory Services
Michigan
$50K +$51.1K +740 +1,276%
FFA
404
Founders Financial Alliance
North Carolina
$49K – – –
EWA
405
EverSource Wealth Advisors
Alabama
$48K -$18.3K -265 -26%
Bessemer Group
406
Bessemer Group
New Jersey
$46K +$51.1K +740 New
GWSG
407
GPS Wealth Strategies Group
Colorado
$43K +$69 +1 +0.1%
TF
408
Tompkins Financial
New York
$42K -$8.35K -121 -15%
TC
409
Truvestments Capital
Florida
$42K – – –
EWM
410
EPG Wealth Management
Georgia
$41K +$45.5K +659 New
SMA
411
Sage Mountain Advisors
Georgia
$35K – – –
DWP
412
Destiny Wealth Partners
Florida
$33K – – –
KTC
413
Kistler-Tiffany Companies
Pennsylvania
$33K – – –
HGERS
414
Householder Group Estate & Retirement Specialist
Arizona
$32K +$35.6K +516 New
HI
415
Hudock Inc
Pennsylvania
$31K +$207 +3 +0.6%
DWA
416
Dougherty Wealth Advisers
Minnesota
$31K +$34.4K +498 New
CHA
417
Carmichael Hill & Associates
Maryland
$29K – – –
MFC
418
Mechanics Financial Corp
Ohio
$28K – – –
AssetMark Inc
419
AssetMark Inc
California
$27K – – –
MA
420
MUFG Americas
New York
$26K +$28.6K +414 New
BWM
421
Baystate Wealth Management
Massachusetts
$25K – – –
EWM
422
Evermay Wealth Management
Virginia
$25K +$27.6K +400 New
EI
423
Ellevest Inc
New York
$25K +$27.8K +403 New
AWM
424
Accel Wealth Management
Iowa
$23K – – –
BC
425
Bartlett & Co
Ohio
$23K – – –