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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
551
Sanctuary Wealth Management
Idaho
$83K – – –
PPC
552
Park Place Capital
Alabama
$82.4K +$353 +4 +0.4%
ANBT
553
American National Bank & Trust
Texas
$81.3K – – –
FDCDDQ
554
Federation des caisses Desjardins du Quebec
Quebec, Canada
$79.6K -$10.4K -118 -12%
BWAM
555
Boyd Watterson Asset Management
Ohio
$79.3K – – –
PCMC
556
Private Capital Management (Colorado)
Colorado
$78.3K – – –
CIAS
557
Capital Investment Advisory Services
North Carolina
$78.3K – – –
MBFW
558
Morton Brown Family Wealth
Pennsylvania
$72.1K – – –
FHA
559
First Horizon Advisors
Tennessee
$71.4K -$8.46K -96 -11%
AWM
560
Abound Wealth Management
Tennessee
$70.6K -$705 -8 -1%
PA
561
Pineridge Advisors
Missouri
$69.8K – – –
FFA
562
Founders Financial Alliance
North Carolina
$67.7K – – –
PCFFS
563
Pacific Center for Financial Services
California
$62.5K -$19.6K -222 -24%
KPP
564
Kings Path Partners
Texas
$62.2K +$62.2K +706 New
PFA
565
Pathway Financial Advisers
Indiana
$62K +$62K +704 New
TCOV
566
Trust Company of Vermont
Vermont
$60.7K +$6.61K +75 +12%
EWM
567
EPG Wealth Management
Georgia
$58.1K -$58.1K -659 Closed
MG
568
Mather Group
Illinois
$57.8K +$3.61K +41 +7%
BCWM
569
Bartlett & Co Wealth Management
Ohio
$53.8K +$53.9K +611 New
AA
570
Ancora Advisors
Ohio
$53.6K +$15.3K +174 +40%
NS
571
NBC Securities
Alabama
$53K – – –
WOSD
572
WFA of San Diego
California
$52.9K +$52.9K +600 New
SC
573
Swan Capital
Florida
$51.6K +$51.6K +585 New
SMA
574
Sage Mountain Advisors
Georgia
$49.3K – – –
TFF
575
The Family Firm
Maryland
$47.9K +$47.9K +544 New
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23
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