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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
676
Ancora Advisors
Ohio
$70.5K
AWM
677
Abound Wealth Management
Tennessee
$67.2K +$105 +1 +0.2%
AF
678
Abound Financial
California
$66.5K -$16.4K -156 -19%
TC
679
Truvestments Capital
Florida
$66.5K
BCWM
680
Bartlett & Co Wealth Management
Ohio
$65.7K
FF
681
Finley Financial
Nevada
$65.4K
MBFW
682
Morton Brown Family Wealth
Pennsylvania
$59.1K
SMA
683
Sage Mountain Advisors
Georgia
$57.2K
Franklin Resources
684
Franklin Resources
California
$53.5K
BWL
685
Bogart Wealth LLC
Virginia
$53.1K
PCTC
686
Perkins Coie Trust Company
Washington
$52.4K
MFT
687
Moisand Fitzgerald Tamayo
Florida
$51.6K
SIC
688
SJS Investment Consulting
Ohio
$51.2K +$52.5K +501 New
AT
689
Arlington Trust
Alabama
$51.1K
GI
690
GAMMA Investing
California
$50.6K +$29.7K +283 +133%
TFGT
691
TS Financial Group (TSFG)
Illinois
$50K
WCM
692
Winthrop Capital Management
Indiana
$50K
DFA
693
DHJJ Financial Advisors
Illinois
$48.7K +$49.9K +476 New
DWM
694
Darwin Wealth Management
Florida
$48.1K +$49.3K +470 New
1NWS
695
1 North Wealth Services
Maryland
$46K -$47.2K -450 -50%
SWIM
696
Smallwood Wealth Investment Management
New Jersey
$45.5K
MG
697
Mather Group
Illinois
$45.4K +$46.6K +444 New
HHCP
698
Hilton Head Capital Partners
South Carolina
$45.2K
MB
699
MidFirst Bank
Oklahoma
$44.4K -$2.41K -23 -5%
TLFA
700
True Link Financial Advisors
California
$41.6K +$42.7K +407 New