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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFG
601
Oxford Financial Group
Indiana
$9.13K -$97.2K -1,129 -92%
IBOK
602
Independence Bank of Kentucky
Kentucky
$9.04K – – –
WAM
603
WFA Asset Management
Wisconsin
$9.04K +$8.61K +100 New
MJRIC
604
Mogy Joel R Investment Counsel
California
$8.95K +$8.52K +99 New
SWM
605
Sugarloaf Wealth Management
Georgia
$7.96K – – –
FPFS
606
First Personal Financial Services
North Carolina
$7.14K – – –
JFGIW
607
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.05K – – –
SC
608
SouthState Corp
Florida
$6.96K – – –
WT
609
Washington Trust
Rhode Island
$6.6K +$6.28K +73 New
AIC
610
Archer Investment Corporation
Indiana
$6.24K – – –
WWP
611
WR Wealth Planners
Missouri
$5.97K +$5.68K +66 New
FMP
612
Financial Management Professionals
Texas
$5K – – –
CSB
613
City State Bank
Iowa
$4K – – –
BC
614
Barrett & Company
Rhode Island
$3.89K – – –
GEA
615
Glen Eagle Advisors
New Jersey
$3.62K -$3.44K -40 -50%
MIM
616
MTM Investment Management
South Carolina
$3.62K – – –
GT
617
Glenmede Trust
Pennsylvania
$3.62K – – –
BL
618
Balentine LLC
Georgia
$3.26K – – –
MAM
619
MMA Asset Management
Pennsylvania
$3.21K +$3.01K +35 New
BNP Paribas Financial Markets
620
BNP Paribas Financial Markets
France
$3.08K +$2.93K +34 New
GI
621
Gradient Investments
Minnesota
$2.89K – – –
RG
622
Retirement Group
California
$2.53K – – –
FAM
623
Family Asset Management
South Carolina
$2.35K +$2.24K +26 New
Franklin Resources
624
Franklin Resources
California
$2.26K -$689 -8 -24%
TAM
625
Tucker Asset Management
Colorado
$2.26K – – –