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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
526
Financial Perspectives
Minnesota
$152K +$2.64K +30 +2%
ME
527
McIlrath & Eck
Washington
$152K +$705 +8 +0.5%
AW
528
Avion Wealth
Texas
$147K – – –
EW
529
Element Wealth
Mississippi
$144K -$14.5K -164 -9%
CA
530
Continuum Advisory
Idaho
$137K – – –
PP
531
Pacifica Partners
Canada
$134K +$134K +1,522 New
AT
532
Arlington Trust
Alabama
$133K – – –
CA
533
Clearstead Advisors
Ohio
$131K – – –
MIM
534
Macroview Investment Management
Maryland
$127K +$617 +7 +0.5%
NP
535
NorthRock Partners
Minnesota
$126K -$21.2K -240 -14%
CIAS
536
CBIZ Investment Advisory Services
Ohio
$120K – – –
HGERS
537
Householder Group Estate & Retirement Specialist
Arizona
$120K +$7.05K +80 +6%
BONH
538
Bank of New Hampshire
New Hampshire
$115K – – –
DIP
539
DT Investment Partners
Pennsylvania
$113K – – –
ATPW
540
Ashton Thomas Private Wealth
Arizona
$112K +$112K +1,269 New
DCM
541
Disciplina Capital Management
Tennessee
$107K +$87.2K +989 +6,593%
AIM
542
Anchor Investment Management
South Carolina
$105K -$151K -1,712 -59%
BBHC
543
Brown Brothers Harriman & Co
New York
$103K – – –
IAIM
544
International Assets Investment Management
Florida
$101K +$101K +1,150 New
IWP
545
IAG Wealth Partners
Wisconsin
$95.8K +$95.8K +1,087 New
SC
546
Stephens Consulting
Michigan
$95.4K – – –
RWMG
547
Redwood Wealth Management Group
New Jersey
$90.3K +$90.3K +1,025 New
SFC
548
Strategic Financial Concepts
Texas
$89.8K +$1.36M +15,406 New
EWA
549
EverSource Wealth Advisors
Alabama
$89.4K – – –
GWSG
550
GPS Wealth Strategies Group
Colorado
$83.3K +$16.6K +188 +25%
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