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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
601
Avion Wealth
Texas
$138K -$16.4K -170 -10%
CA
602
Clearstead Advisors
Ohio
$138K – – –
NP
603
NorthRock Partners
Minnesota
$135K +$2.4K +25 +2%
LFG
604
Larson Financial Group
Missouri
$135K +$769 +8 +0.6%
AT
605
Arlington Trust
Alabama
$123K – – –
IWP
606
IAG Wealth Partners
Wisconsin
$122K – – –
AWM
607
Avior Wealth Management
Nebraska
$117K +$5.77K +60 +5%
CIAS
608
CBIZ Investment Advisory Services
Ohio
$114K -$13K -135 -10%
PP
609
Pacifica Partners
Canada
$113K – – –
HI
610
Harbour Investments
Wisconsin
$112K – – –
AIM
611
Anchor Investment Management
South Carolina
$110K – – –
BBHC
612
Brown Brothers Harriman & Co
New York
$108K – – –
IWM
613
IMG Wealth Management
Florida
$105K +$109K +1,138 New
CA
614
CoreCap Advisors
Michigan
$105K +$40.9K +425 +60%
SC
615
Stephens Consulting
Michigan
$100K – – –
GSWM
616
Golden State Wealth Management
California
$99.1K +$103K +1,070 New
CIAS
617
Capital Investment Advisory Services
North Carolina
$93.8K – – –
EWA
618
EverSource Wealth Advisors
Alabama
$89.5K – – –
PPC
619
Park Place Capital
Alabama
$87.6K +$481 +5 +0.5%
SWM
620
Sanctuary Wealth Management
Idaho
$87.2K – – –
FDCDDQ
621
Federation des caisses Desjardins du Quebec
Quebec, Canada
$83.6K – – –
BWAM
622
Boyd Watterson Asset Management
Ohio
$83.3K – – –
PCMC
623
Private Capital Management (Colorado)
Colorado
$82.2K – – –
CF
624
Collier Financial
Colorado
$79.6K +$82.7K +860 New
EWP
625
Elevation Wealth Partners
California
$78.8K +$81.8K +851 New
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