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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
576
Anchor Investment Management
South Carolina
$114K – – –
KPP
577
Kings Path Partners
Texas
$113K +$43.6K +474 +67%
BBHC
578
Brown Brothers Harriman & Co
New York
$112K – – –
GM
579
GeoWealth Management
Illinois
$109K +$105K +1,142 New
SC
580
Stephens Consulting
Michigan
$103K – – –
CIAS
581
Capital Investment Advisory Services
North Carolina
$96.7K +$11.5K +125 +14%
EWA
582
EverSource Wealth Advisors
Alabama
$92.3K – – –
SWM
583
Sanctuary Wealth Management
Idaho
$90K – – –
PPC
584
Park Place Capital
Alabama
$89.8K +$552 +6 +0.6%
ANBT
585
American National Bank & Trust
Texas
$88K – – –
FDCDDQ
586
Federation des caisses Desjardins du Quebec
Quebec, Canada
$86.2K – – –
BWAM
587
Boyd Watterson Asset Management
Ohio
$85.9K – – –
PCMC
588
Private Capital Management (Colorado)
Colorado
$84.8K – – –
FHA
589
First Horizon Advisors
Tennessee
$77.3K – – –
JIP
590
Jaffetilchin Investment Partners
Florida
$76.5K +$73.6K +801 New
PA
591
Pineridge Advisors
Missouri
$75.9K +$276 +3 +0.4%
MBFW
592
Morton Brown Family Wealth
Pennsylvania
$75.4K – – –
PMFA
593
Plante Moran Financial Advisors
Michigan
$74.2K +$71.4K +777 New
FFA
594
Founders Financial Alliance
North Carolina
$73.6K +$276 +3 +0.4%
AWM
595
Abound Wealth Management
Tennessee
$72.5K -$3.86K -42 -5%
PFA
596
Pathway Financial Advisers
Indiana
$71.7K +$4.32K +47 +7%
CA
597
CoreCap Advisors
Michigan
$67.8K +$65.3K +710 New
PCFFS
598
Pacific Center for Financial Services
California
$67.7K – – –
TCOV
599
Trust Company of Vermont
Vermont
$65.8K – – –
GJIA
600
Glass Jacobson Investment Advisors
Maryland
$64.8K +$17.1K +186 +38%
22 23
24
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