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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
601
Mather Group
Illinois
$61K – – –
FAM
602
Flaharty Asset Management
Florida
$58.5K +$56.4K +613 New
BCWM
603
Bartlett & Co Wealth Management
Ohio
$58.3K – – –
WOSD
604
WFA of San Diego
California
$57.3K – – –
NS
605
NBC Securities
Alabama
$57K – – –
SMA
606
Sage Mountain Advisors
Georgia
$53.4K – – –
KFI
607
Key Financial Inc
Pennsylvania
$51.3K – – –
BWL
608
Bogart Wealth LLC
Virginia
$49.6K +$6.07K +66 +15%
PCTC
609
Perkins Coie Trust Company
Washington
$48.9K +$47.1K +512 New
MFT
610
Moisand Fitzgerald Tamayo
Florida
$48.2K +$46.4K +505 New
TFGT
611
TS Financial Group (TSFG)
Illinois
$47K – – –
CWP
612
Concord Wealth Partners
Virginia
$47K +$276 +3 +0.6%
MFC
613
Mechanics Financial Corp
Ohio
$42.7K – – –
GWSG
614
GPS Wealth Strategies Group
Colorado
$42.4K -$46.1K -501 -53%
NCM
615
Northwest Capital Management
Oregon
$42.3K – – –
AA
616
Ancora Advisors
Ohio
$41.4K -$16K -174 -29%
BONH
617
Bank of New Hampshire
New Hampshire
$40.4K -$81.4K -885 -68%
ACA
618
Aptus Capital Advisors
Alabama
$38.9K +$2.3K +25 +7%
CAM
619
Clarity Asset Management
Iowa
$38.6K +$184 +2 +0.5%
CHA
620
Carmichael Hill & Associates
Maryland
$38.1K – – –
DWA
621
Dougherty Wealth Advisers
Minnesota
$35.3K -$6.53K -71 -16%
CPA
622
Capital Performance Advisors
California
$32.5K +$31.3K +340 New
VWA
623
Valued Wealth Advisors
Utah
$32.1K +$27.9K +303 +891%
GJWM
624
Gilliland Jeter Wealth Management
Arkansas
$30.1K – – –
RA
625
Ransom Advisory
Rhode Island
$28.6K – – –
23 24
25
26 27