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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAIM
551
Punch & Associates Investment Management
Minnesota
$5.79K +$5.53K +74 New
IPW
552
Impact Partnership Wealth
Georgia
$5.63K +$5.38K +72 New
KFS
553
Kelly Financial Services
Massachusetts
$5.45K +$75 +1 +1%
AIC
554
Archer Investment Corporation
Indiana
$5.4K
CFFP
555
Center for Financial Planning
Michigan
$5.17K +$4.93K +66 New
MFC
556
Morris Financial Concepts
South Carolina
$5.09K
VAG
557
VisionPoint Advisory Group
Texas
$4.46K +$4.26K +57 New
LOIP
558
Live Oak Investment Partners
Texas
$4.07K
CSB
559
City State Bank
Iowa
$4K
BC
560
Barrett & Company
Rhode Island
$3.37K
MIM
561
MTM Investment Management
South Carolina
$3.13K
AA
562
Ancora Advisors
Ohio
$3.05K +$2.91K +39 New
RA
563
Rise Advisors
New York
$3.02K +$75 +1 +3%
Fifth Third Bancorp
564
Fifth Third Bancorp
Ohio
$2.97K -$9.63K -129 -77%
BL
565
Balentine LLC
Georgia
$2.82K -$37.9K -507 -93%
FA
566
Faithward Advisors
Pennsylvania
$2.54K
RG
567
Retirement Group
California
$2.19K
VNA
568
Valley National Advisers
Pennsylvania
$2K
TAM
569
Tucker Asset Management
Colorado
$1.96K
MLA
570
MB, Levis & Associates
Pennsylvania
$1.8K
APW
571
Acima Private Wealth
Virginia
$1.49K
CTC
572
Central Trust Company
Missouri
$861
IHWM
573
Iron Horse Wealth Management
Iowa
$575
DAM
574
Delta Asset Management
Tennessee
$247
BIM
575
Bullseye Investment Management
Ohio
-$11.2M -151,802 Closed