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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
351
Kingswood Wealth Advisors
California
$670K +$181K +2,000 +39%
CFS
352
Coordinated Financial Services
Colorado
$667K -$28.2K -313 -4%
MA
353
MONECO Advisors
Connecticut
$665K -$4.33K -48 -0.7%
FCM
354
Firestone Capital Management
Florida
$657K – – –
DJSG
355
D.J. St. Germain
Massachusetts
$644K +$271K +3,000 +79%
RW
356
Regimen Wealth
Georgia
$631K +$2.8K +31 +0.5%
SWM
357
SeaCrest Wealth Management
New York
$628K – – –
WC
358
Waterloo Capital
Texas
$627K -$32.3K -358 -5%
TPI
359
Trust Point Inc
Wisconsin
$625K – – –
MWM
360
Mission Wealth Management
California
$623K -$14.7K -163 -2%
BWMG
361
Barnes Wealth Management Group
California
$617K -$17.8K -197 -3%
BIG
362
Brooklyn Investment Group
New York
$613K +$569K +6,307 +3,688%
SCM
363
Sterling Capital Management
North Carolina
$604K +$6.77K +75 +1%
D
364
Dentgroup
Louisiana
$594K -$249K -2,754 -31%
VFG
365
Victory Financial Group
Texas
$593K -$60.5K -670 -10%
CFP
366
Cascade Financial Partners
California
$590K +$563K +6,233 New
BRWA
367
B. Riley Wealth Advisors
Florida
$586K +$559K +6,194 New
JWCA
368
J.W. Cole Advisors
Florida
$583K +$556K +6,164 New
EFS
369
Essex Financial Services
Connecticut
$583K -$16.1K -178 -3%
NRI
370
NFP Retirement Inc
California
$570K -$19.8K -219 -4%
FTS
371
Fifth Third Securities
Ohio
$569K +$58.4K +647 +12%
JPWM
372
Jamison Private Wealth Management
Georgia
$562K +$536K +5,943 New
AAP
373
Arax Advisory Partners
Colorado
$562K -$78K -864 -13%
RBC
374
Roble Belko & Company
Pennsylvania
$560K +$2.44K +27 +0.5%
AAS
375
Annex Advisory Services
Wisconsin
$555K – – –
13 14
15
16 17