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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAMG
476
CWA Asset Management Group
Florida
$249K -$54.7K -636 -19%
BFWA
477
Benchmark Financial Wealth Advisors
Florida
$249K -$122K -1,412 -34%
WCG
478
Weaver Consulting Group
California
$248K – – –
PA
479
Pinnacle Associates
New York
$244K – – –
KA
480
Klingman & Associates
New York
$243K – – –
CAL
481
Capital Analysts LLC
Pennsylvania
$242K +$106K +1,226 +85%
GWM
482
Greenhouse Wealth Management
Connecticut
$242K +$1.03K +12 +0.5%
HL
483
HeadInvest LLC
Maine
$242K – – –
NSCM
484
New South Capital Management
Tennessee
$241K +$230K +2,670 New
CFGS
485
Concourse Financial Group Securities
Alabama
$239K +$861 +10 +0.4%
GFWA
486
Grey Fox Wealth Advisors
Delaware
$239K -$20.9K -243 -8%
EWM
487
Elevatus Welath Management
New York
$237K +$172 +2 +0.1%
OIA
488
Optimum Investment Advisors
Illinois
$235K – – –
BJL
489
Brighton Jones LLC
Washington
$234K +$223K +2,593 New
OA
490
Operose Advisors
Wisconsin
$227K +$10.3K +120 +5%
IA
491
IFP Advisors
Florida
$224K +$72.6K +843 +52%
EAM
492
Evanson Asset Management
California
$223K +$1.03K +12 +0.5%
MWAM
493
Manhattan West Asset Management
California
$218K +$208K +2,411 New
PW
494
Peninsula Wealth
California
$218K +$207K +2,408 New
CA
495
CGN Advisors
Kansas
$217K +$207K +2,400 New
LWM
496
LongView Wealth Management
Georgia
$217K – – –
ML
497
McAdam LLC
Pennsylvania
$214K +$204K +2,366 New
HSWM
498
Hubbell Strickland Wealth Management
Louisiana
$214K +$204K +2,373 New
SWM
499
Silverlake Wealth Management
Vermont
$212K +$202K +2,345 New
SWRP
500
Summit Wealth & Retirement Planning
California
$212K +$202K +2,345 New
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