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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMA
501
Sage Mountain Advisors
Georgia
$41.8K – – –
RFA
502
Resurgent Financial Advisors
Georgia
$41.2K – – –
KFI
503
Key Financial Inc
Pennsylvania
$40.1K – – –
FWP
504
FAS Wealth Partners
Kansas
$38.2K +$40.2K +512 New
GIA
505
GHP Investment Advisors
Colorado
$38K +$40.1K +511 New
DWA
506
Dougherty Wealth Advisers
Minnesota
$37.2K – – –
CWP
507
Concord Wealth Partners
Virginia
$35.8K – – –
CHA
508
Carmichael Hill & Associates
Maryland
$34.8K – – –
MFC
509
Mechanics Financial Corp
Ohio
$33.4K – – –
GJIA
510
Glass Jacobson Investment Advisors
Maryland
$28.1K -$8.95K -114 -23%
BCWM
511
Bartlett & Co Wealth Management
Ohio
$27.4K – – –
BC
512
Bartlett & Co
Ohio
$27K – – –
FMII
513
Farmers & Merchants Investments Inc
Nebraska
$26K +$3.77K +48 +16%
AWM
514
Abound Wealth Management
Tennessee
$24.4K – – –
CSC
515
Caldwell Sutter Capital
California
$21.2K – – –
TWM
516
Tradition Wealth Management
Minnesota
$21K +$22.4K +285 New
CIAS
517
Capital Investment Advisory Services
North Carolina
$18.5K -$23.1K -294 -54%
TCOV
518
Trust Company of Vermont
Vermont
$18.4K +$8.24K +105 +74%
HIA
519
Harbor Investment Advisory
Maryland
$18.1K – – –
LC
520
Lindbrook Capital
California
$17.6K – – –
PCFFS
521
Pacific Center for Financial Services
California
$16.6K – – –
NFSG
522
Newbridge Financial Services Group
Florida
$16.6K -$90K -1,147 -84%
SIC
523
Salem Investment Counselors
North Carolina
$15.2K – – –
VCM
524
Viewpoint Capital Management
Washington
$13.4K – – –
PWMG
525
Provence Wealth Management Group
California
$12.3K +$12.9K +165 New