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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIC
226
ZWJ Investment Counsel
Georgia
$2.29M -$51.4K -534 -2%
VFIC
227
Valley Forge Investment Consultants
Pennsylvania
$2.28M +$13.9K +145 +0.6%
LPP
228
Life Planning Partners
Florida
$2.27M – – –
SPIA
229
Steward Partners Investment Advisory
New York
$2.24M -$60.4K -628 -3%
CPW
230
Catalyst Private Wealth
California
$2.22M +$39.1K +407 +2%
MSAM
231
Moloney Securities Asset Management
Missouri
$2.22M +$66K +686 +3%
RIA
232
Regal Investment Advisors
Michigan
$2.22M -$40.3K -419 -2%
PFS
233
Prospera Financial Services
Texas
$2.21M -$29.4K -306 -1%
M
234
MATAURO
New York
$2.19M +$2.28M +23,698 New
NAS
235
NWF Advisory Services
California
$2.15M +$155K +1,610 +7%
PTC
236
Private Trust Company
Ohio
$2.14M -$420K -4,363 -16%
WWM
237
Western Wealth Management
Colorado
$2.14M -$33.7K -350 -1%
XPN
238
XY Planning Network
Montana
$2.1M +$2.19M +22,729 New
SLA
239
Silver Lake Advisory
Utah
$2.1M +$17.3K +180 +0.8%
CG
240
Caprock Group
Idaho
$2.06M +$19.2K +200 +0.9%
CAG
241
Crestwood Advisors Group
Massachusetts
$2.03M +$172K +1,786 +9%
CFA
242
Cahill Financial Advisors
Minnesota
$2.01M +$51.8K +539 +3%
MA
243
Montag & Associates
Georgia
$2.01M -$26.8K -279 -1%
RWP
244
RWA Wealth Partners
Massachusetts
$1.93M +$33.1K +344 +2%
GWM
245
Geneos Wealth Management
Colorado
$1.93M -$131K -1,364 -6%
GAM
246
Gotham Asset Management
New York
$1.93M +$1.04M +10,818 +108%
LFS
247
Legacy Financial Strategies
Kansas
$1.91M -$96 -1 -0%
SWC
248
Spectrum Wealth Counsel
Indiana
$1.89M -$969K -10,070 -33%
MWS
249
MFA Wealth Services
California
$1.89M +$1.96M +20,428 New
BP
250
Ballentine Partners
Massachusetts
$1.89M +$1.96M +20,365 New
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