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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
226
Centricity Wealth Management
Ohio
$2.32M +$2.41M +25,061 New
ZIC
227
ZWJ Investment Counsel
Georgia
$2.29M -$51.4K -534 -2%
VFIC
228
Valley Forge Investment Consultants
Pennsylvania
$2.28M +$13.9K +145 +0.6%
LPP
229
Life Planning Partners
Florida
$2.27M – – –
SPIA
230
Steward Partners Investment Advisory
New York
$2.24M -$60.4K -628 -3%
CPW
231
Catalyst Private Wealth
California
$2.22M +$39.1K +407 +2%
MSAM
232
Moloney Securities Asset Management
Missouri
$2.22M +$66K +686 +3%
RIA
233
Regal Investment Advisors
Michigan
$2.22M -$40.3K -419 -2%
PFS
234
Prospera Financial Services
Texas
$2.21M -$29.4K -306 -1%
M
235
MATAURO
New York
$2.19M +$2.28M +23,698 New
NAS
236
NWF Advisory Services
California
$2.15M +$155K +1,610 +7%
PTC
237
Private Trust Company
Ohio
$2.14M -$420K -4,363 -16%
WWM
238
Western Wealth Management
Colorado
$2.14M -$33.7K -350 -1%
XPN
239
XY Planning Network
Montana
$2.1M +$2.19M +22,729 New
SLA
240
Silver Lake Advisory
Utah
$2.1M +$17.3K +180 +0.8%
CG
241
Caprock Group
Idaho
$2.06M +$19.2K +200 +0.9%
CAG
242
Crestwood Advisors Group
Massachusetts
$2.03M +$172K +1,786 +9%
CFA
243
Cahill Financial Advisors
Minnesota
$2.01M +$51.8K +539 +3%
MA
244
Montag & Associates
Georgia
$2.01M -$26.8K -279 -1%
RWP
245
RWA Wealth Partners
Massachusetts
$1.93M +$33.1K +344 +2%
GWM
246
Geneos Wealth Management
Colorado
$1.93M -$131K -1,364 -6%
GAM
247
Gotham Asset Management
New York
$1.93M +$1.04M +10,818 +108%
LFS
248
Legacy Financial Strategies
Kansas
$1.91M -$96 -1 -0%
SWC
249
Spectrum Wealth Counsel
Indiana
$1.89M -$969K -10,070 -33%
MWS
250
MFA Wealth Services
California
$1.89M +$1.96M +20,428 New
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