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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
326
Curated Wealth Partners
California
$286K – – –
MIAS
327
Mason Investment Advisory Services
Virginia
$283K -$13.1K -175 -4%
RWP
328
Ridgecrest Wealth Partners
California
$281K – – –
PP
329
Patten & Patten
Tennessee
$280K – – –
FRA
330
Front Row Advisors
California
$279K – – –
BWM
331
Baystate Wealth Management
Massachusetts
$278K +$1.2K +16 +0.4%
AP
332
Appleton Partners
Massachusetts
$273K – – –
CFG
333
Citizens Financial Group
Rhode Island
$272K +$1.12K +15 +0.4%
ZIM
334
Zacks Investment Management
Illinois
$272K +$268K +3,581 New
NGA
335
Naples Global Advisors
Florida
$270K – – –
IIC
336
Integrated Investment Consultants
Michigan
$266K -$13K -174 -5%
MGAM
337
McGowan Group Asset Management
Texas
$265K +$1.27K +17 +0.5%
WP
338
WealthPLAN Partners
Nebraska
$264K -$7.87K -105 -3%
WIM
339
WealthPlan Investment Management
Nebraska
$264K +$275K +3,669 New
SF
340
Synovus Financial
Georgia
$260K +$257K +3,432 New
CFGS
341
Concourse Financial Group Securities
Alabama
$258K -$1.36M -18,143 -84%
BSSFA
342
Baron Silver Stevens Financial Advisors
Florida
$256K +$254K +3,384 New
SC
343
Savant Capital
Illinois
$253K +$6.6K +88 +3%
IA
344
IFG Advisory
Georgia
$253K +$32.1K +428 +15%
KF
345
Krilogy Financial
Missouri
$252K +$28.9K +385 +13%
AIM
346
Anchor Investment Management
South Carolina
$252K – – –
TC
347
TAP Consulting
Missouri
$247K +$1.12K +15 +0.5%
OWA
348
Octavia Wealth Advisors
Ohio
$246K -$30K -400 -11%
BO
349
Bank OZK
Arkansas
$245K -$36.5K -487 -13%
SCP
350
Syntal Capital Partners
Texas
$243K -$412K -5,498 -63%
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