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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
526
Bogart Wealth LLC
Virginia
$5.38K +$556 +8 +12%
WWM
527
Wolff Wiese Magana
California
$5.23K – – –
KFS
528
Kelly Financial Services
Massachusetts
$4.88K – – –
AIC
529
Archer Investment Corporation
Indiana
$4.87K – – –
MWM
530
MinichMacGregor Wealth Management
New York
$4.75K +$4.66K +67 New
BAAM
531
Baker Avenue Asset Management
California
$4.73K +$4.66K +67 New
MFC
532
Morris Financial Concepts
South Carolina
$4.59K – – –
FMP
533
Financial Management Professionals
Texas
$4K – – –
BC
534
Barrett & Company
Rhode Island
$3.04K – – –
AF
535
Advisornet Financial
Minnesota
$3.04K +$2.99K +43 New
CSB
536
City State Bank
Iowa
$3K – – –
KOMWMG
537
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3K +$2.64K +38 New
GI
538
Gradient Investments
Minnesota
$2.97K +$2.92K +42 New
FA
539
Faithward Advisors
Pennsylvania
$2.26K – – –
SIC
540
Salem Investment Counselors
North Carolina
$2.24K +$70 +1 +3%
RG
541
Retirement Group
California
$2K +$1.95K +28 New
LOIP
542
Live Oak Investment Partners
Texas
$1.84K – – –
TAM
543
Tucker Asset Management
Colorado
$1.77K -$14K -202 -89%
VNA
544
Valley National Advisers
Pennsylvania
$1K – – –
IHWM
545
Iron Horse Wealth Management
Iowa
$1K +$487 +7 New
WA
546
Win Advisors
Florida
$706 – – –
DJSG
547
D.J. St. Germain
Massachusetts
$324 – – –
AFP
548
Ausdal Financial Partners
Iowa
– -$2.03M -32,355 Closed
Allianz Asset Management
549
Allianz Asset Management
Germany
– -$1.14M -18,200 Closed
CCMD
550
Cypress Capital Management (Delaware)
Delaware
– -$378K -6,045 Closed