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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
NEPWA
576
New England Private Wealth Advisors
Massachusetts
$217K +$1.07K +11 +0.5%
AWM
577
Angeles Wealth Management
California
$215K – – –
WG
578
Watchman Group
Texas
$214K -$44.4K -456 -18%
VP
579
Verum Partners
North Carolina
$213K – – –
CW
580
CreativeOne Wealth
Kansas
$213K -$11.8K -121 -5%
FDW
581
Fourth Dimension Wealth
Ohio
$211K -$1.75K -18 -0.8%
OBWG
582
Onyx Bridge Wealth Group
New York
$211K -$2.04K -21 -1%
GC
583
Gibson Capital
Pennsylvania
$210K +$205K +2,106 New
TIM
584
Total Investment Management
Arizona
$210K – – –
FG
585
Fiduciary Group
Georgia
$210K +$204K +2,100 New
AW
586
Alteri Wealth
California
$207K -$48.7K -500 -19%
LRWA
587
Long Run Wealth Advisors
New York
$207K +$202K +2,073 New
CA
588
CoreCap Advisors
Michigan
$207K +$69.7K +716 +53%
OA
589
Oxbow Advisors
Texas
$206K +$201K +2,061 New
PSA
590
Plum Street Advisors
Louisiana
$206K +$200K +2,059 New
AWM
591
Apollon Wealth Management
South Carolina
$204K +$199K +2,041 New
VAF
592
Values Added Financial
District of Columbia
$203K +$198K +2,031 New
PCP
593
Proficio Capital Partners
Massachusetts
$202K +$197K +2,022 New
IAIM
594
International Assets Investment Management
Florida
$201K +$205K +2,104 New
CWM
595
Calamos Wealth Management
Illinois
$201K +$196K +2,013 New
MA
596
MCF Advisors
Kentucky
$201K – – –
FWP
597
Firethorn Wealth Partners
Georgia
$201K +$195K +2,006 New
FFC
598
First Financial Corp
Indiana
$176K – – –
FP
599
Financial Perspectives
Minnesota
$175K +$876 +9 +0.5%
WP
600
WealthShield Partners
North Carolina
$175K – – –
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