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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
426
Patriot Financial Group Insurance Agency
Massachusetts
$30K -$34.8K -464 -54%
JPLA
427
Joseph P. Lucia & Associates
New York
$30K +$29.2K +390 New
AFS
428
Annapolis Financial Services
Maryland
$28K – – –
BC
429
Bartlett & Co
Ohio
$28K +$27.4K +365 New
BCWM
430
Bartlett & Co Wealth Management
Ohio
$27.7K +$27.4K +365 New
AWM
431
Accel Wealth Management
Iowa
$27K – – –
GLLW
432
Graves Light Lenhart Wealth
Virginia
$27K – – –
LWA
433
Lenox Wealth Advisors
New York
$27K – – –
IRC
434
Investors Research Corp
Georgia
$24K – – –
FMII
435
Farmers & Merchants Investments Inc
Nebraska
$23K – – –
TFS
436
TrustCore Financial Services
Tennessee
$23K – – –
CIAS
437
Capital Investment Advisory Services
North Carolina
$20K -$24.3K -324 -55%
NSB
438
Norway Savings Bank
Maine
$19K +$18.9K +252 New
LC
439
Lindbrook Capital
California
$18K – – –
PCFFS
440
Pacific Center for Financial Services
California
$17K – – –
SWM
441
Sugarloaf Wealth Management
Georgia
$17K – – –
HIA
442
Harbor Investment Advisory
Maryland
$16K – – –
AA
443
Ancora Advisors
Ohio
$14K – – –
PCA
444
Providence Capital Advisors
North Carolina
$14K – – –
CWM
445
Curi Wealth Management
North Carolina
$14K +$75 +1 +0.5%
ZB
446
Zions Bancorporation
Utah
$13K – – –
Fifth Third Bancorp
447
Fifth Third Bancorp
Ohio
$12K -$2.4K -32 -17%
SN
448
Sittner & Nelson
Oregon
$12K +$11.8K +158 New
TCWA
449
Ten Capital Wealth Advisors
Washington
$11K – – –
VCM
450
Viewpoint Capital Management
Washington
$11K – – –