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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
351
Northwest Wealth Management
Iowa
$829K -$629 -6 -0.1%
PSCM
352
Per Stirling Capital Management
Texas
$828K +$210 +2 +0%
WHCFA
353
William Howard & Co Financial Advisors
Tennessee
$824K – – –
IC
354
IEQ Capital
California
$813K -$31.6K -301 -4%
VCA
355
Verdence Capital Advisors
Maryland
$789K +$14.3K +136 +2%
TWA
356
Talisman Wealth Advisors
New Jersey
$788K -$152K -1,445 -16%
ICP
357
Interchange Capital Partners
Pennsylvania
$779K -$11.6K -111 -1%
WT
358
Whittier Trust
California
$773K – – –
IWB
359
Innovative Wealth Building
Maryland
$770K +$9.75K +93 +1%
OCPWS
360
One Charles Private Wealth Services
Massachusetts
$770K -$217K -2,066 -22%
WC
361
Waterloo Capital
Texas
$766K +$87.4K +833 +13%
GIA
362
Gladstone Institutional Advisory
Florida
$765K -$149K -1,420 -16%
BM
363
Berman McAleer
Maryland
$756K +$8.49K +81 +1%
PCIA
364
Prime Capital Investment Advisors
Kansas
$751K +$209K +1,990 +37%
HPM
365
Hoxton Planning & Management
West Virginia
$751K +$17.8K +170 +2%
ESB
366
Essex Savings Bank
Connecticut
$745K +$154K +1,465 +25%
DADC
367
D.A. Davidson & Co
Montana
$743K +$8.6K +82 +1%
TSS
368
Two Sigma Securities
New York
$740K +$440K +4,200 +138%
CL
369
Choreo LLC
Illinois
$734K – – –
S
370
Sachetta
Massachusetts
$732K +$41K +391 +6%
DCM
371
DGS Capital Management
New Jersey
$715K +$10.6K +101 +1%
FCM
372
Firestone Capital Management
Florida
$710K – – –
BWMG
373
Barnes Wealth Management Group
California
$709K +$44K +420 +6%
GWP
374
Gateway Wealth Partners
Wisconsin
$708K +$726K +6,921 New
TCIIS
375
TIAA-CREF Individual & Institutional Services
New York
$703K +$721K +6,873 New
13 14
15
16 17