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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
426
Optimum Investment Advisors
Illinois
$212K – – –
BL
427
Balentine LLC
Georgia
$212K -$1.53K -22 -0.7%
ACA
428
Aptus Capital Advisors
Alabama
$211K -$17.2K -248 -8%
KWM
429
Kingsview Wealth Management
Oregon
$210K +$207K +2,979 New
GFWA
430
Grey Fox Wealth Advisors
Delaware
$210K +$206K +2,969 New
HA
431
HFG Advisors
Ohio
$209K +$206K +2,962 New
SFS
432
Strategic Financial Services
New York
$207K +$204K +2,928 New
BO
433
Bank OZK
Arkansas
$204K +$201K +2,885 New
TL
434
Tradewinds LLC
North Carolina
$203K +$166K +2,394 New
PA
435
Pinnacle Associates
New York
$203K +$200K +2,870 New
CS
436
Comerica Securities
Michigan
$198K +$195K +2,810 New
WCAMG
437
Woodard & Company Asset Management Group
North Carolina
$198K – – –
AWM
438
Angeles Wealth Management
California
$189K – – –
BWA
439
BDO Wealth Advisors
Florida
$168K -$5.77K -83 -3%
OA
440
Operose Advisors
Wisconsin
$162K – – –
EWA
441
EverSource Wealth Advisors
Alabama
$156K +$100K +1,444 +188%
FFA
442
Farther Finance Advisors
California
$145K +$142K +2,048 New
MA
443
MCF Advisors
Kentucky
$142K – – –
CFB
444
Cullen/Frost Bankers
Texas
$142K +$38.8K +558 +39%
NFSG
445
Newbridge Financial Services Group
Florida
$141K +$7.65K +110 +6%
FDCDDQ
446
Federation des caisses Desjardins du Quebec
Quebec, Canada
$131K -$8.97K -129 -7%
TFGT
447
TS Financial Group (TSFG)
Illinois
$125K +$348 +5 +0.3%
FFC
448
First Financial Corp
Indiana
$124K – – –
LWP
449
Laurel Wealth Planning
Minnesota
$122K – – –
OCM
450
Osterweis Capital Management
California
$119K – – –
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18
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