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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
376
Coordinated Financial Services
Colorado
$694K +$6.08K +58 +0.9%
TPI
377
Trust Point Inc
Wisconsin
$675K – – –
XF
378
XML Financial
Maryland
$674K +$19K +181 +3%
CFGA
379
Cambridge Financial Group (Arizona)
Arizona
$674K – – –
EFS
380
Essex Financial Services
Connecticut
$665K +$26K +248 +4%
CA
381
COFG Advisors
Illinois
$657K +$240K +2,288 +55%
SCM
382
Sterling Capital Management
North Carolina
$653K +$12.4K +118 +2%
WANY
383
Wealthspire Advisors (New York)
New York
$651K -$465K -4,437 -41%
CFP
384
Cascade Financial Partners
California
$637K – – –
AAP
385
Arax Advisory Partners
Colorado
$627K -$8.6K -82 -1%
RW
386
Regimen Wealth
Georgia
$627K -$62.7K -598 -9%
JPWM
387
Jamison Private Wealth Management
Georgia
$611K – – –
DWT
388
Dorsey & Whitney Trust
South Dakota
$607K +$23.1K +220 +4%
FA
389
Flagstar Advisors
New York
$603K +$94.3K +899 +18%
RBC
390
Roble Belko & Company
Pennsylvania
$600K -$5.35K -51 -0.9%
MCM
391
MAI Capital Management
Ohio
$592K +$105 +1 +0%
GAB
392
German American Bancorp
Indiana
$592K – – –
EWM
393
Empirical Wealth Management
Washington
$590K – – –
RMS
394
Retirement Management Systems
Maryland
$586K -$66.1K -630 -10%
KF
395
Ketron Financial
California
$586K +$13.6K +130 +2%
SW
396
Simplicity Wealth
New Jersey
$585K +$50.4K +481 +9%
MWM
397
Mission Wealth Management
California
$583K -$36.8K -351 -6%
MWM
398
Meridian Wealth Management
Kentucky
$583K +$32.5K +310 +6%
DFG
399
Dynamic Financial Group
Iowa
$580K +$105 +1 +0%
TFP
400
TrueWealth Financial Partners
Washington
$579K +$593K +5,659 New
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