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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
301
Monetary Management Group
Missouri
$79K – – –
FPW
302
Flagship Private Wealth
Massachusetts
$77.5K +$73.5K +1,255 New
FHC
303
First Horizon Corporation
Tennessee
$76K – – –
CA
304
Clearstead Advisors
Ohio
$74K – – –
PWM
305
Perigon Wealth Management
California
$66K +$61.9K +1,057 New
DAM
306
Delta Asset Management
Tennessee
$65K – – –
IF
307
Ironwood Financial
Arizona
$64K – – –
EW
308
Element Wealth
Mississippi
$64K +$60K +1,024 New
GI
309
Gradient Investments
Minnesota
$63K – – –
NFSG
310
Newbridge Financial Services Group
Florida
$63K – – –
HFA
311
Hoover Financial Advisors
Pennsylvania
$60K +$53.4K +912 +3,257%
CIA
312
Cascade Investment Advisors
Oregon
$59.7K – – –
FCH
313
Freestone Capital Holdings
Washington
$56K +$52.7K +900 New
TF
314
Tompkins Financial
New York
$49K +$46.3K +790 New
TC
315
Truvestments Capital
Florida
$46K +$44.2K +755 New
RFA
316
Reilly Financial Advisors
California
$44K – – –
AWA
317
Arkadios Wealth Advisors
Georgia
$44K +$41.5K +708 New
SWP
318
ShoreHaven Wealth Partners
New Jersey
$39K +$36.9K +629 New
BBHC
319
Brown Brothers Harriman & Co
New York
$37K +$35K +598 New
FFA
320
Founders Financial Alliance
North Carolina
$36K +$5.8K +99 +21%
TFGT
321
TS Financial Group (TSFG)
Illinois
$35K -$4.22K -72 -11%
FCA
322
FinTrust Capital Advisors
South Carolina
$33K – – –
KTC
323
Kistler-Tiffany Companies
Pennsylvania
$32K +$30.5K +520 New
RCA
324
Rowland Carmichael Advisors
Arizona
$31K – – –
CHA
325
Carmichael Hill & Associates
Maryland
$29K – – –
11 12
13
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