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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
WS
551
Wedbush Securities
California
$302K -$41.6K -384 -12%
CCWM
552
Cassaday & Co Wealth Management
Virginia
$302K -$11.5K -106 -4%
S
553
Storgate
Texas
$301K +$296K +2,733 New
PA
554
Pinnacle Associates
New York
$301K +$11.6K +107 +4%
WCG
555
Weaver Consulting Group
California
$300K – – –
AC
556
Apella Capital
Connecticut
$296K +$6.49K +60 +2%
BO
557
Bank OZK
Arkansas
$296K -$11.7K -108 -4%
HL
558
HeadInvest LLC
Maine
$294K – – –
GWM
559
Greenhouse Wealth Management
Connecticut
$293K – – –
HSA
560
HBK Sorce Advisory
Pennsylvania
$292K +$2.27K +21 +0.8%
DWP
561
Daymark Wealth Partners
Ohio
$291K -$6.17K -57 -2%
HSG
562
Helen Stephens Group
Texas
$289K +$1.19K +11 +0.4%
MIAS
563
Mason Investment Advisory Services
Virginia
$289K – – –
TSS
564
Two Sigma Securities
New York
$288K -$500K -4,622 -64%
OAM
565
Oak Asset Management
California
$288K +$1.19K +11 +0.4%
KA
566
Klingman & Associates
New York
$287K – – –
OWA
567
Octavia Wealth Advisors
Ohio
$286K -$3.03K -28 -1%
IA
568
IFP Advisors
Florida
$284K +$39.8K +368 +17%
EWM
569
Elevation Wealth Management
Minnesota
$281K – – –
GFA
570
Godfrey Financial Associates
New York
$278K +$2.92K +27 +1%
FF
571
Francis Financial
$277K – – –
LA
572
Legacy Advisors
Pennsylvania
$277K +$272K +2,517 New
SWGC
573
Summit Wealth Group (Colorado)
Colorado
$275K – – –
ZIM
574
Zacks Investment Management
Illinois
$274K +$269K +2,483 New
NRI
575
NFP Retirement Inc
California
$273K -$68.2K -630 -20%
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