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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
401
Confluence Wealth Services
Pennsylvania
$63K +$61.8K +833 New
TF
402
Tompkins Financial
New York
$60K – – –
FFA
403
Founders Financial Alliance
North Carolina
$59K – – –
TC
404
Truvestments Capital
Florida
$58K +$74 +1 +0.1%
NFSG
405
Newbridge Financial Services Group
Florida
$57K +$9.42K +127 +21%
HI
406
Harbour Investments
Wisconsin
$52K -$98.3K -1,325 -66%
CPFP
407
Clear Perspectives Financial Planning
Ohio
$51K – – –
GWSG
408
GPS Wealth Strategies Group
Colorado
$50K – – –
BBHC
409
Brown Brothers Harriman & Co
New York
$46K – – –
CIAS
410
Capital Investment Advisory Services
North Carolina
$45K -$138K -1,856 -76%
CWP
411
Concord Wealth Partners
Virginia
$44K +$40.6K +547 +1,658%
KTC
412
Kistler-Tiffany Companies
Pennsylvania
$40K – – –
CHA
413
Carmichael Hill & Associates
Maryland
$36K – – –
HI
414
Hudock Inc
Pennsylvania
$35K +$74 +1 +0.2%
AW
415
Alaethes Wealth
Nevada
$35K +$34K +459 New
SFM
416
Signet Financial Management
New Jersey
$34K +$32.9K +444 New
MFC
417
Mechanics Financial Corp
Ohio
$34K +$33.2K +447 New
SCM
418
Shelton Capital Management
Colorado
$34K +$33.4K +450 New
EWM
419
Edge Wealth Management
New York
$31K – – –
AFS
420
Annapolis Financial Services
Maryland
$29K – – –
LWA
421
Lenox Wealth Advisors
New York
$27K -$7.42K -100 -22%
AWM
422
Accel Wealth Management
Iowa
$27K – – –
GLLW
423
Graves Light Lenhart Wealth
Virginia
$27K – – –
FCA
424
FinTrust Capital Advisors
South Carolina
$25K – – –
IRC
425
Investors Research Corp
Georgia
$24K +$23.3K +314 New
15 16
17
18 19