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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
301
JNBA Financial Advisors
Minnesota
$3K – – –
AIC
302
Archer Investment Corporation
Indiana
$2.44K – – –
HFA
303
Hoover Financial Advisors
Pennsylvania
$2K – – –
CAGAS
304
Capital Advisory Group Advisory Services
Minnesota
$2K +$2.02K +37 New
LFG
305
LifePlan Financial Group
Ohio
$1K – – –
BWM
306
BerganKDV Wealth Management
Minnesota
$1K +$109 +2 +25%
MAM
307
Meeder Asset Management
Ohio
$1K +$547 +10 New
FP
308
Fiduciary Planning
Florida
$1K +$656 +12 New
OMC
309
Old Mission Capital
Illinois
– -$11.9M -228,698 Closed
USAA
310
United Services Automobile Association
Texas
– -$8.16M -132,730 Closed
GP
311
Greenline Partners
New York
– -$1.88M -36,063 Closed
ECM
312
ExodusPoint Capital Management
New York
– -$1.55M -29,700 Closed
IAN
313
Integrated Advisors Network
Texas
– -$1.37M -26,296 Closed
RIA
314
Regal Investment Advisors
Michigan
– -$1.37M -26,154 Closed
AF
315
Advisornet Financial
Minnesota
– -$1.13M -21,608 Closed
QCG
316
Quadrant Capital Group
Ohio
– -$1.09M -20,832 Closed
GSWM
317
Golden State Wealth Management
California
– -$756K -14,477 Closed
MFW
318
Meristem Family Wealth
Minnesota
– -$740K -14,170 Closed
NWP
319
Northstar Wealth Partners
Connecticut
– -$644K -12,334 Closed
EWA
320
EP Wealth Advisors
California
– -$584K -11,173 Closed
MIAN
321
Mariner Independent Advisor Network
Kansas
– -$562K -10,758 Closed
PFS
322
Prospera Financial Services
Texas
– -$552K -10,578 Closed
IF
323
Intrua Financial
Texas
– -$480K -8,563 Closed
SMFS
324
Squar Milner Financial Services
California
– -$332K -6,366 Closed
MWC
325
MKD Wealth Coaches
Michigan
– -$303K -5,794 Closed
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13
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