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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
251
Asset Dedication LLC
California
$66K +$6.04K +105 +8%
FP
252
Financial Perspectives
Minnesota
$64.7K +$690 +12 +0.9%
LGWM
253
Litman Gregory Wealth Management
California
$63K – – –
OPS
254
Orion Portfolio Solutions
Nebraska
$61K +$11.7K +204 +18%
MMG
255
Monetary Management Group
Missouri
$59K – – –
CA
256
Clearstead Advisors
Ohio
$55K +$68.4K +1,190 New
GI
257
Gradient Investments
Minnesota
$54K +$48K +835 +256%
KPW
258
Kore Private Wealth
New York
$53K – – –
DAM
259
Delta Asset Management
Tennessee
$48K – – –
CIA
260
Cascade Investment Advisors
Oregon
$44.3K – – –
BA
261
Ballast Advisors
Minnesota
$43K – – –
EWM
262
EPG Wealth Management
Georgia
$42K -$268K -4,656 -84%
RFM
263
Royal Fund Management
Florida
$38K – – –
IF
264
Ironwood Financial
Arizona
$37K -$1.32K -23 -3%
AIC
265
Ameritas Investment Company
Nebraska
$35K +$43.5K +757 New
FCA
266
FinTrust Capital Advisors
South Carolina
$29K -$89K -1,548 -71%
TFGT
267
TS Financial Group (TSFG)
Illinois
$28K – – –
TFS
268
TrustCore Financial Services
Tennessee
$28K +$17.4K +303 +101%
CFB
269
Cullen/Frost Bankers
Texas
$24K – – –
VRM
270
Vectors Research Management
New York
$24K +$5.23K +91 +22%
IWP
271
IAG Wealth Partners
Wisconsin
$23K -$15.4K -268 -36%
CHA
272
Carmichael Hill & Associates
Maryland
$22K – – –
EWM
273
Edge Wealth Management
New York
$19K – – –
BWM
274
Baystate Wealth Management
Massachusetts
$18K – – –
JPLA
275
Joseph P. Lucia & Associates
New York
$18K – – –
9 10
11
12 13