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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
476
Asset Dedication LLC
California
$289K – – –
NCFG
477
New Century Financial Group
New Jersey
$289K +$16.6K +181 +6%
CIA
478
Compass Ion Advisors
Pennsylvania
$283K +$3.03K +33 +1%
VP
479
Verum Partners
North Carolina
$282K – – –
MSA
480
Marino Stram & Associates
Massachusetts
$277K +$267K +2,902 New
CWP
481
Curated Wealth Partners
California
$277K – – –
BMMM
482
Boston Mountain Money Management
Arkansas
$277K – – –
DWP
483
Daymark Wealth Partners
Ohio
$276K -$644 -7 -0.2%
BO
484
Bank OZK
Arkansas
$275K – – –
TC
485
TAP Consulting
Missouri
$275K +$3.22K +35 +1%
CFG
486
Citizens Financial Group
Rhode Island
$273K -$92.4K -1,005 -26%
SRCM
487
Signature Resources Capital Management
California
$271K -$12.8K -139 -5%
HFO
488
Heritage Family Offices
Arizona
$270K – – –
OWA
489
Octavia Wealth Advisors
Ohio
$269K +$92 +1 +0%
WCAMG
490
Woodard & Company Asset Management Group
North Carolina
$267K – – –
GLA
491
Good Life Advisors
Pennsylvania
$264K +$254K +2,760 New
PCH
492
PGIM Custom Harvest
New Jersey
$261K +$34K +370 +16%
MIAS
493
Mason Investment Advisory Services
Virginia
$259K -$102K -1,112 -29%
PPG
494
Peak Planning Group
Colorado
$258K – – –
LFA
495
Lauterbach Financial Advisors
Texas
$257K -$3.22K -35 -1%
KA
496
Klingman & Associates
New York
$257K – – –
GWM
497
Greenhouse Wealth Management
Connecticut
$257K – – –
HL
498
HeadInvest LLC
Maine
$255K – – –
HSG
499
Helen Stephens Group
Texas
$253K +$1.47K +16 +0.6%
DIM
500
Delta Investment Management
California
$253K +$25.6K +278 +12%
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