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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
326
Collective Family Office
Pennsylvania
$981K -$367K -3,500 -27%
MGIA
327
Moneta Group Investment Advisors
Missouri
$979K -$63.3K -604 -6%
LSA
328
Lansing Street Advisors
Pennsylvania
$978K -$51.4K -490 -5%
TRCT
329
Tower Research Capital (TRC)
New York
$969K +$994K +9,480 New
CB
330
Commerce Bank
Missouri
$957K -$10.5K -100 -1%
FAI
331
Fiduciary Advisors Inc
Missouri
$953K +$192K +1,833 +24%
RA
332
RFG Advisory
Alabama
$951K +$610K +5,815 +167%
IA
333
Inspire Advisors
Idaho
$945K +$424K +4,040 +78%
PGFG
334
Pine Grove Financial Group
Minnesota
$935K – – –
VAM
335
Verity Asset Management
North Carolina
$935K +$56.3K +537 +6%
GAA
336
Global Assets Advisory
Florida
$915K +$2.26M +21,564 +555%
UWM
337
USAdvisors Wealth Management
Minnesota
$910K -$4.3K -41 -0.5%
GFWA
338
Grey Fox Wealth Advisors
Delaware
$907K -$62.1K -592 -6%
KWM
339
Kingsview Wealth Management
Oregon
$907K +$105K +998 +13%
SCM
340
SummitPoint Capital Management
Colorado
$898K +$918K +8,755 New
PG
341
Patten Group
Tennessee
$897K +$50.6K +483 +6%
RP
342
Riverwater Partners
Wisconsin
$896K +$54K +515 +6%
EFL
343
ERn Financial LLC
Wisconsin
$895K +$5.14K +49 +0.6%
EWM
344
Evermay Wealth Management
Virginia
$894K -$51.8K -494 -5%
SIM
345
Synergy Investment Management
Florida
$893K +$61.2K +584 +7%
IFG
346
Independent Financial Group
California
$858K +$43.1K +411 +5%
MA
347
MONECO Advisors
Connecticut
$851K -$49.5K -472 -5%
EAM
348
Empirical Asset Management
Massachusetts
$849K -$1.05K -10 -0.1%
HWM
349
HB Wealth Management
Georgia
$844K -$29.6K -282 -3%
BWCS
350
Beirne Wealth Consulting Services
Connecticut
$844K +$31K +296 +4%
12 13
14
15 16