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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
FFP
426
FourThought Financial Partners
Florida
$426K -$55.1K -573 -11%
SF
427
Safeguard Financial
Wisconsin
$426K – – –
CCM
428
Cutler Capital Management
Massachusetts
$423K – – –
CS
429
Cannell & Spears
New York
$418K – – –
OFG
430
Oxford Financial Group
Indiana
$417K +$427K +4,436 +6,825%
WP
431
Wealthspan Partners
Iowa
$413K -$19.8K -206 -4%
TPWA
432
TRUE Private Wealth Advisors
Oregon
$411K -$2.69K -28 -0.6%
LOIP
433
Live Oak Investment Partners
Texas
$411K – – –
NG
434
Norden Group
Utah
$409K – – –
CAG
435
Csenge Advisory Group
Florida
$409K -$7.98K -83 -2%
XF
436
XML Financial
Maryland
$406K +$56.9K +592 +16%
PPWP
437
Premier Path Wealth Partners
New Jersey
$402K – – –
SWM
438
SFG Wealth Management
Maryland
$402K +$12.8K +133 +3%
CKAIS
439
Christensen King & Associates Investment Services
Washington
$399K -$1.44K -15 -0.4%
WTC
440
WhitTier Trust Company
Nevada
$398K – – –
B
441
Bellecapital
Switzerland
$397K – – –
AWM
442
AE Wealth Management
Kansas
$395K -$87.7K -912 -18%
SL
443
SWMG LLC
Texas
$392K -$130K -1,355 -25%
TC
444
TFR Capital
Texas
$390K +$406K +4,217 New
SG
445
StoneX Group
New York
$388K +$404K +4,196 New
BOM
446
Bank of Marin
California
$381K -$18.9K -196 -5%
BFC
447
Bedel Financial Consulting
Indiana
$379K -$2.02K -21 -0.5%
IAG
448
Investment Advisory Group
Massachusetts
$379K – – –
SI
449
Stephens Inc
Arkansas
$376K -$32.3K -336 -8%
JWCA
450
J.W. Cole Advisors
Florida
$372K -$206K -2,142 -35%
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