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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
476
Sage Mountain Advisors
Georgia
$39.5K – – –
DWP
477
Destiny Wealth Partners
Florida
$39.5K +$2.02K +29 +5%
RFA
478
Resurgent Financial Advisors
Georgia
$39K +$38.4K +552 New
KTC
479
Kistler-Tiffany Companies
Pennsylvania
$36.7K – – –
CWP
480
Concord Wealth Partners
Virginia
$35.9K +$35.3K +508 New
DWA
481
Dougherty Wealth Advisers
Minnesota
$35.2K – – –
BAM
482
Belpointe Asset Management
Nevada
$34K +$33.4K +481 New
GJIA
483
Glass Jacobson Investment Advisors
Maryland
$33K +$32.5K +467 New
CHA
484
Carmichael Hill & Associates
Maryland
$32.9K – – –
MFC
485
Mechanics Financial Corp
Ohio
$32K – – –
BWM
486
Baystate Wealth Management
Massachusetts
$30K +$1.39K +20 +5%
CA
487
CoreCap Advisors
Michigan
$29.6K +$29.1K +419 New
TF
488
Tompkins Financial
New York
$29K -$18.3K -263 -39%
RIA
489
Realta Investment Advisors
Delaware
$27.8K +$19.1K +275 +233%
PIMG
490
Patriot Investment Management Group
Tennessee
$27.1K +$25K +360 New
RA
491
Rise Advisors
New York
$26.6K +$26.2K +377 New
BC
492
Bartlett & Co
Ohio
$26K – – –
BCWM
493
Bartlett & Co Wealth Management
Ohio
$25.8K – – –
CIAS
494
Capital Investment Advisory Services
North Carolina
$25.2K – – –
KM
495
Kalos Management
Georgia
$25.1K +$24.7K +355 New
AWM
496
Accel Wealth Management
Iowa
$25K – – –
AWM
497
Abound Wealth Management
Tennessee
$22.9K +$139 +2 +0.6%
TFS
498
TrustCore Financial Services
Tennessee
$21.2K -$2.78K -40 -12%
FMII
499
Farmers & Merchants Investments Inc
Nebraska
$21.2K – – –
KFI
500
Key Financial Inc
Pennsylvania
$21.2K – – –
18 19
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