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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
PC
301
Permanens Capital
New York
$3K -$5.96K -109 -67%
JFA
302
JNBA Financial Advisors
Minnesota
$3K – – –
AIC
303
Archer Investment Corporation
Indiana
$2.44K – – –
HFA
304
Hoover Financial Advisors
Pennsylvania
$2K – – –
CAGAS
305
Capital Advisory Group Advisory Services
Minnesota
$2K +$2.02K +37 New
LFG
306
LifePlan Financial Group
Ohio
$1K – – –
BWM
307
BerganKDV Wealth Management
Minnesota
$1K +$109 +2 +25%
MAM
308
Meeder Asset Management
Ohio
$1K +$547 +10 New
FP
309
Fiduciary Planning
Florida
$1K +$656 +12 New
OMC
310
Old Mission Capital
Illinois
– -$11.9M -228,698 Closed
USAA
311
United Services Automobile Association
Texas
– -$8.16M -132,730 Closed
GP
312
Greenline Partners
New York
– -$1.88M -36,063 Closed
ECM
313
ExodusPoint Capital Management
New York
– -$1.55M -29,700 Closed
IAN
314
Integrated Advisors Network
Texas
– -$1.37M -26,296 Closed
RIA
315
Regal Investment Advisors
Michigan
– -$1.37M -26,154 Closed
AF
316
Advisornet Financial
Minnesota
– -$1.13M -21,608 Closed
QCG
317
Quadrant Capital Group
Ohio
– -$1.09M -20,832 Closed
GSWM
318
Golden State Wealth Management
California
– -$756K -14,477 Closed
MFW
319
Meristem Family Wealth
Minnesota
– -$740K -14,170 Closed
NWP
320
Northstar Wealth Partners
Connecticut
– -$644K -12,334 Closed
EWA
321
EP Wealth Advisors
California
– -$584K -11,173 Closed
MIAN
322
Mariner Independent Advisor Network
Kansas
– -$562K -10,758 Closed
PFS
323
Prospera Financial Services
Texas
– -$552K -10,578 Closed
IF
324
Intrua Financial
Texas
– -$480K -8,563 Closed
SMFS
325
Squar Milner Financial Services
California
– -$332K -6,366 Closed
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13
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