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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
676
Golden State Wealth Management
California
$74K +$3.75K +37 +5%
PCFFS
677
Pacific Center for Financial Services
California
$70.9K – – –
AA
678
Ancora Advisors
Ohio
$70.7K +$25.9K +255 +59%
EP
679
Essential Partners
California
$67.7K +$66.9K +660 New
AWM
680
Abound Wealth Management
Tennessee
$67.2K +$203 +2 +0.3%
TC
681
Truvestments Capital
Florida
$66.7K – – –
FF
682
Finley Financial
Nevada
$65.6K – – –
BCWM
683
Bartlett & Co Wealth Management
Ohio
$62.7K – – –
MBFW
684
Morton Brown Family Wealth
Pennsylvania
$59.3K – – –
SMA
685
Sage Mountain Advisors
Georgia
$57.4K -$6.79K -67 -11%
AI
686
Atomic Invest
New York
$56.8K +$55.8K +550 New
Franklin Resources
687
Franklin Resources
California
$53.6K – – –
BWL
688
Bogart Wealth LLC
Virginia
$53.2K – – –
PCTC
689
Perkins Coie Trust Company
Washington
$52.5K – – –
MFT
690
Moisand Fitzgerald Tamayo
Florida
$51.8K – – –
CWP
691
Concord Wealth Partners
Virginia
$51.7K +$203 +2 +0.4%
AT
692
Arlington Trust
Alabama
$51.3K – – –
KPP
693
Kings Path Partners
Texas
$51.2K -$13K -128 -20%
HWA
694
HHM Wealth Advisors
Tennessee
$50K -$4.06K -40 -8%
TFGT
695
TS Financial Group (TSFG)
Illinois
$50K – – –
WCM
696
Winthrop Capital Management
Indiana
$50K – – –
AWA
697
American Wealth Advisors
Georgia
$48.5K +$203 +2 +0.4%
MB
698
MidFirst Bank
Oklahoma
$46.9K +$46.3K +457 New
QA
699
Quattro Advisors
Pennsylvania
$45.7K +$45.2K +446 New
SWIM
700
Smallwood Wealth Investment Management
New Jersey
$45.6K – – –