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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
651
GPS Wealth Strategies Group
Colorado
$38.5K
AG
652
AmeriFlex Group
Nevada
$36.5K -$11.3K -125 -24%
EWP
653
Elevation Wealth Partners
California
$36.3K -$42.1K -467 -55%
ETC
654
Exchange Traded Concepts
Oklahoma
$35.8K +$34.1K +378 New
MJRIC
655
Mogy Joel R Investment Counsel
California
$35.5K
MFC
656
Mechanics Financial Corp
Ohio
$34.7K
GM
657
GeoWealth Management
Illinois
$34.5K -$75.6K -838 -70%
DWA
658
Dougherty Wealth Advisers
Minnesota
$32K
HIMS
659
Hager Investment Management Services
New Hampshire
$30.5K -$5.87K -65 -17%
ST
660
Smithfield Trust
Pennsylvania
$27K +$25.5K +282 New
MSWA
661
Marshall & Sterling Wealth Advisors
New York
$26.9K
CSC
662
Caldwell Sutter Capital
California
$26.9K
DIP
663
DT Investment Partners
Pennsylvania
$26.8K
HIA
664
Harbor Investment Advisory
Maryland
$26.5K
MYIA
665
Mount Yale Investment Advisors
Colorado
$26K +$24.8K +275 New
EWM
666
Evolution Wealth Management
Florida
$25K +$23.8K +264 New
BIA
667
Bell Investment Advisors
California
$24.4K +$23.3K +258 New
CB
668
CNB Bank
Pennsylvania
$23.7K
PMFA
669
Plante Moran Financial Advisors
Michigan
$23.7K
FLFS
670
Family Legacy Financial Solutions
North Carolina
$23K +$21.9K +243 New
SAM
671
Sherman Asset Management
California
$22.7K
RIA
672
Realta Investment Advisors
Delaware
$20.2K
GI
673
GAMMA Investing
California
$20.1K
TSMHT
674
Thurston Springer Miller Herd & Titak
Indiana
$18.8K +$4.6K +51 +34%
AIC
675
Archer Investment Corporation
Indiana
$17.6K -$3.52K -39 -17%