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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
401
Sage Mountain Advisors
Georgia
$65K – – –
RFA
402
Reilly Financial Advisors
California
$64K – – –
CWS
403
Confluence Wealth Services
Pennsylvania
$63K +$61.8K +833 New
TF
404
Tompkins Financial
New York
$60K – – –
FFA
405
Founders Financial Alliance
North Carolina
$59K – – –
TC
406
Truvestments Capital
Florida
$58K +$74 +1 +0.1%
NFSG
407
Newbridge Financial Services Group
Florida
$57K +$9.42K +127 +21%
HI
408
Harbour Investments
Wisconsin
$52K -$98.3K -1,325 -66%
CPFP
409
Clear Perspectives Financial Planning
Ohio
$51K – – –
GWSG
410
GPS Wealth Strategies Group
Colorado
$50K – – –
BBHC
411
Brown Brothers Harriman & Co
New York
$46K – – –
CIAS
412
Capital Investment Advisory Services
North Carolina
$45K -$138K -1,856 -76%
CWP
413
Concord Wealth Partners
Virginia
$44K +$40.6K +547 +1,658%
KTC
414
Kistler-Tiffany Companies
Pennsylvania
$40K – – –
CHA
415
Carmichael Hill & Associates
Maryland
$36K – – –
HI
416
Hudock Inc
Pennsylvania
$35K +$74 +1 +0.2%
AW
417
Alaethes Wealth
Nevada
$35K +$34K +459 New
SFM
418
Signet Financial Management
New Jersey
$34K +$32.9K +444 New
MFC
419
Mechanics Financial Corp
Ohio
$34K +$33.2K +447 New
SCM
420
Shelton Capital Management
Colorado
$34K +$33.4K +450 New
EWM
421
Edge Wealth Management
New York
$31K – – –
AFS
422
Annapolis Financial Services
Maryland
$29K – – –
LWA
423
Lenox Wealth Advisors
New York
$27K -$7.42K -100 -22%
AWM
424
Accel Wealth Management
Iowa
$27K – – –
GLLW
425
Graves Light Lenhart Wealth
Virginia
$27K – – –
15 16
17
18 19