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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
551
Sage Mountain Advisors
Georgia
$47.2K – – –
RFA
552
Resurgent Financial Advisors
Georgia
$46.5K – – –
KFI
553
Key Financial Inc
Pennsylvania
$45.3K – – –
DWA
554
Dougherty Wealth Advisers
Minnesota
$42K – – –
WCM
555
Winthrop Capital Management
Indiana
$41.2K +$38K +488 New
TFGT
556
TS Financial Group (TSFG)
Illinois
$41K -$85K -1,091 -69%
CWP
557
Concord Wealth Partners
Virginia
$40.8K +$389 +5 +1%
CHA
558
Carmichael Hill & Associates
Maryland
$39.3K – – –
AA
559
Ancora Advisors
Ohio
$38.4K +$32.4K +416 +1,067%
MFC
560
Mechanics Financial Corp
Ohio
$37.7K – – –
BC
561
Bartlett & Co
Ohio
$31K – – –
BCWM
562
Bartlett & Co Wealth Management
Ohio
$30.9K – – –
FMII
563
Farmers & Merchants Investments Inc
Nebraska
$29.3K – – –
TWM
564
Tradition Wealth Management
Minnesota
$26K +$2.02K +26 +9%
CSC
565
Caldwell Sutter Capital
California
$23.9K – – –
WAG
566
Wiser Advisor Group
Arizona
$22K +$20.3K +261 New
OAJ
567
Ogorek Anthony Joseph
New York
$22K +$20.8K +267 New
GJIA
568
Glass Jacobson Investment Advisors
Maryland
$21.7K -$9.27K -119 -32%
TCOV
569
Trust Company of Vermont
Vermont
$20.7K – – –
HIA
570
Harbor Investment Advisory
Maryland
$20.4K – – –
LC
571
Lindbrook Capital
California
$19.9K – – –
NFSG
572
Newbridge Financial Services Group
Florida
$18.8K +$78 +1 +0.5%
PCFFS
573
Pacific Center for Financial Services
California
$18.7K – – –
GI
574
GAMMA Investing
California
$17.9K +$16.5K +212 New
SIC
575
Salem Investment Counselors
North Carolina
$17K – – –
21 22
23
24 25