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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
BO
526
Bank OZK
Arkansas
$265K -$2.6K -27 -0.9%
PCH
527
PGIM Custom Harvest
New Jersey
$264K +$11.3K +117 +4%
SRCM
528
Signature Resources Capital Management
California
$263K – – –
HFO
529
Heritage Family Offices
Arizona
$262K – – –
OWA
530
Octavia Wealth Advisors
Ohio
$261K – – –
USCWA
531
U.S. Capital Wealth Advisors
Texas
$259K +$17K +177 +7%
WCAMG
532
Woodard & Company Asset Management Group
North Carolina
$259K – – –
AWM
533
Axxcess Wealth Management
California
$258K +$16.9K +176 +7%
CRI
534
Colonial River Investments
Virginia
$258K +$16.9K +176 +7%
CFGS
535
Concourse Financial Group Securities
Alabama
$254K +$15.9K +165 +7%
NPAN
536
Northeast Planning Associates NH
New Hampshire
$253K +$262K +2,728 New
TC
537
Trilogy Capital
California
$252K +$42.3K +440 +19%
MIAS
538
Mason Investment Advisory Services
Virginia
$252K +$96 +1 +0%
PPG
539
Peak Planning Group
Colorado
$250K – – –
GWM
540
Greenhouse Wealth Management
Connecticut
$249K – – –
PA
541
Pinnacle Associates
New York
$249K -$1.44K -15 -0.6%
HL
542
HeadInvest LLC
Maine
$247K – – –
HSG
543
Helen Stephens Group
Texas
$247K +$2.21K +23 +0.9%
DIM
544
Delta Investment Management
California
$247K +$1.54K +16 +0.6%
LFA
545
Lauterbach Financial Advisors
Texas
$245K -$4.23K -44 -2%
EWM
546
Elevatus Welath Management
New York
$243K +$192 +2 +0.1%
BJL
547
Brighton Jones LLC
Washington
$243K +$1.44K +15 +0.6%
KA
548
Klingman & Associates
New York
$241K -$7.98K -83 -3%
OIA
549
Optimum Investment Advisors
Illinois
$241K – – –
WCG
550
Weaver Consulting Group
California
$240K +$19.1K +199 +8%
20 21
22
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