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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
NCFG
476
New Century Financial Group
New Jersey
$289K +$16.6K +181 +6%
CIA
477
Compass Ion Advisors
Pennsylvania
$283K +$3.03K +33 +1%
VP
478
Verum Partners
North Carolina
$282K – – –
MSA
479
Marino Stram & Associates
Massachusetts
$277K +$267K +2,902 New
CWP
480
Curated Wealth Partners
California
$277K – – –
BMMM
481
Boston Mountain Money Management
Arkansas
$277K – – –
DWP
482
Daymark Wealth Partners
Ohio
$276K -$644 -7 -0.2%
BO
483
Bank OZK
Arkansas
$275K – – –
TC
484
TAP Consulting
Missouri
$275K +$3.22K +35 +1%
CFG
485
Citizens Financial Group
Rhode Island
$273K -$92.4K -1,005 -26%
SRCM
486
Signature Resources Capital Management
California
$271K -$12.8K -139 -5%
HFO
487
Heritage Family Offices
Arizona
$270K – – –
OWA
488
Octavia Wealth Advisors
Ohio
$269K +$92 +1 +0%
WCAMG
489
Woodard & Company Asset Management Group
North Carolina
$267K – – –
GLA
490
Good Life Advisors
Pennsylvania
$264K +$254K +2,760 New
PCH
491
PGIM Custom Harvest
New Jersey
$261K +$34K +370 +16%
MIAS
492
Mason Investment Advisory Services
Virginia
$259K -$102K -1,112 -29%
PPG
493
Peak Planning Group
Colorado
$258K – – –
LFA
494
Lauterbach Financial Advisors
Texas
$257K -$3.22K -35 -1%
KA
495
Klingman & Associates
New York
$257K – – –
GWM
496
Greenhouse Wealth Management
Connecticut
$257K – – –
HL
497
HeadInvest LLC
Maine
$255K – – –
HSG
498
Helen Stephens Group
Texas
$253K +$1.47K +16 +0.6%
DIM
499
Delta Investment Management
California
$253K +$25.6K +278 +12%
USCWA
500
U.S. Capital Wealth Advisors
Texas
$251K -$74.9K -815 -24%
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