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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
576
Salem Investment Counselors
North Carolina
$17K – – –
VCM
577
Viewpoint Capital Management
Washington
$15.2K – – –
PWMG
578
Provence Wealth Management Group
California
$13.9K – – –
CIA
579
Cape Investment Advisory
Georgia
$13.9K +$12.8K +165 New
SN
580
Sittner & Nelson
Oregon
$13.3K – – –
CAL
581
Capital Advisors Ltd
Ohio
$13K – – –
MTIC
582
Missouri Trust & Investment Company
Missouri
$11.7K +$10.8K +139 New
PCA
583
Providence Capital Advisors
North Carolina
$9.87K – – –
GWMIA
584
Global Wealth Management Investment Advisory
Florida
$9.78K – – –
FCA
585
FinTrust Capital Advisors
South Carolina
$9.02K +$8.33K +107 New
KFP
586
Keener Financial Planning
Texas
$9K +$8.49K +109 New
GFPC
587
Global Financial Private Client
Florida
$8.94K – – –
IBOK
588
Independence Bank of Kentucky
Kentucky
$8.43K – – –
CAS
589
Coppell Advisory Solutions
Texas
$8.43K +$7.79K +100 New
SL
590
Salomon & Ludwin
Virginia
$7.61K – – –
SWM
591
Sugarloaf Wealth Management
Georgia
$7.42K -$4.67K -60 -41%
GEA
592
Glen Eagle Advisors
New Jersey
$6.75K – – –
FPFS
593
First Personal Financial Services
North Carolina
$6.66K – – –
JFGIW
594
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.58K – – –
SC
595
SouthState Corp
Florida
$6.49K – – –
AIC
596
Archer Investment Corporation
Indiana
$5.82K – – –
T
597
Tidemark
California
$5.82K +$5.37K +69 New
CIAS
598
Capital Investment Advisory Services
North Carolina
$5.31K -$14.4K -185 -75%
FMP
599
Financial Management Professionals
Texas
$5K – – –
CCM
600
Chilton Capital Management
Texas
$4.81K +$4.44K +57 New
22 23
24
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