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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
FTS
376
Fifth Third Securities
Ohio
$699K +$86K +820 +14%
DJSG
377
D.J. St. Germain
Massachusetts
$696K – – –
CFS
378
Coordinated Financial Services
Colorado
$694K +$6.08K +58 +0.9%
TPI
379
Trust Point Inc
Wisconsin
$675K – – –
XF
380
XML Financial
Maryland
$674K +$19K +181 +3%
CFGA
381
Cambridge Financial Group (Arizona)
Arizona
$674K – – –
EFS
382
Essex Financial Services
Connecticut
$665K +$26K +248 +4%
CA
383
COFG Advisors
Illinois
$657K +$240K +2,288 +55%
SCM
384
Sterling Capital Management
North Carolina
$653K +$12.4K +118 +2%
WANY
385
Wealthspire Advisors (New York)
New York
$651K -$465K -4,437 -41%
CFP
386
Cascade Financial Partners
California
$637K – – –
AAP
387
Arax Advisory Partners
Colorado
$627K -$8.6K -82 -1%
RW
388
Regimen Wealth
Georgia
$627K -$62.7K -598 -9%
JPWM
389
Jamison Private Wealth Management
Georgia
$611K – – –
DWT
390
Dorsey & Whitney Trust
South Dakota
$607K +$23.1K +220 +4%
FA
391
Flagstar Advisors
New York
$603K +$94.3K +899 +18%
RBC
392
Roble Belko & Company
Pennsylvania
$600K -$5.35K -51 -0.9%
MCM
393
MAI Capital Management
Ohio
$592K +$105 +1 +0%
GAB
394
German American Bancorp
Indiana
$592K – – –
EWM
395
Empirical Wealth Management
Washington
$590K – – –
RMS
396
Retirement Management Systems
Maryland
$586K -$66.1K -630 -10%
KF
397
Ketron Financial
California
$586K +$13.6K +130 +2%
SW
398
Simplicity Wealth
New Jersey
$585K +$50.4K +481 +9%
MWM
399
Mission Wealth Management
California
$583K -$36.8K -351 -6%
MWM
400
Meridian Wealth Management
Kentucky
$583K +$32.5K +310 +6%
14 15
16
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