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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
376
BDO Wealth Advisors
Florida
$154K -$37.9K -549 -18%
OA
377
Operose Advisors
Wisconsin
$144K – – –
MA
378
MCF Advisors
Kentucky
$126K -$64.8K -938 -32%
FDCDDQ
379
Federation des caisses Desjardins du Quebec
Quebec, Canada
$124K – – –
NFSG
380
Newbridge Financial Services Group
Florida
$118K +$897 +13 +0.7%
FFC
381
First Financial Corp
Indiana
$110K – – –
TFGT
382
TS Financial Group (TSFG)
Illinois
$110K +$414 +6 +0.3%
LWP
383
Laurel Wealth Planning
Minnesota
$109K – – –
AW
384
Avion Wealth
Texas
$104K +$44.6K +646 +63%
ADL
385
Asset Dedication LLC
California
$102K +$112K +1,619 New
HI
386
Harbour Investments
Wisconsin
$95K – – –
FP
387
Financial Perspectives
Minnesota
$93.7K +$759 +11 +0.7%
CA
388
Clearstead Advisors
Ohio
$93K +$82.1K +1,190 +397%
CFB
389
Cullen/Frost Bankers
Texas
$91K -$12.1K -175 -11%
MBFW
390
Morton Brown Family Wealth
Pennsylvania
$91K – – –
EW
391
Element Wealth
Mississippi
$86K -$10.9K -158 -10%
DIP
392
DT Investment Partners
Pennsylvania
$80K +$88.6K +1,283 New
FHA
393
First Horizon Advisors
Tennessee
$77K – – –
AWM
394
Avior Wealth Management
Nebraska
$76K +$10.7K +155 +15%
BBHC
395
Brown Brothers Harriman & Co
New York
$73K +$39.6K +573 +96%
LFG
396
Larson Financial Group
Missouri
$70K – – –
SC
397
Stephens Consulting
Michigan
$67.7K – – –
TF
398
TimeScale Financial
Massachusetts
$63K +$16.8K +244 +32%
ANBT
399
American National Bank & Trust
Texas
$58K +$63.6K +922 New
SWA
400
SOA Wealth Advisors
New York
$57K +$63.6K +921 New
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16
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