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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
501
WealthPLAN Partners
Nebraska
$48.1K – – –
WOSD
502
WFA of San Diego
California
$47K +$44.8K +600 New
SMA
503
Sage Mountain Advisors
Georgia
$43.8K – – –
RFA
504
Resurgent Financial Advisors
Georgia
$43.2K – – –
CIAS
505
Capital Investment Advisory Services
North Carolina
$42.4K – – –
KFI
506
Key Financial Inc
Pennsylvania
$42K – – –
CAS
507
Coppell Advisory Solutions
Texas
$39.6K +$38.2K +511 New
DWA
508
Dougherty Wealth Advisers
Minnesota
$39K – – –
GJIA
509
Glass Jacobson Investment Advisors
Maryland
$38.4K +$36.6K +490 New
CWP
510
Concord Wealth Partners
Virginia
$37.5K -$2.31K -31 -6%
CHA
511
Carmichael Hill & Associates
Maryland
$36.5K – – –
MFC
512
Mechanics Financial Corp
Ohio
$35K – – –
Qube Research & Technologies (QRT)
513
Qube Research & Technologies (QRT)
United Kingdom
$29.9K -$95.7K -1,282 -75%
BC
514
Bartlett & Co
Ohio
$29K – – –
FMP
515
Financial Management Professionals
Texas
$29K +$23.7K +317 +587%
BCWM
516
Bartlett & Co Wealth Management
Ohio
$28.6K – – –
NL
517
NVWM LLC
Pennsylvania
$26.8K +$25.6K +343 New
AWM
518
Abound Wealth Management
Tennessee
$25.6K -$7.17K -96 -23%
FMII
519
Farmers & Merchants Investments Inc
Nebraska
$23.5K – – –
WTG
520
West Tower Group
Virginia
$23.1K +$22K +295 New
CSC
521
Caldwell Sutter Capital
California
$22.2K – – –
KM
522
Kalos Management
Georgia
$21.8K -$448 -6 -2%
IRC
523
Investors Research Corp
Georgia
$19.7K – – –
HIA
524
Harbor Investment Advisory
Maryland
$18.9K – – –
LC
525
Lindbrook Capital
California
$18.5K – – –