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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
601
Continuum Advisory
Idaho
$144K -$26.2K -272 -15%
AW
602
Avion Wealth
Texas
$138K -$16.4K -170 -10%
CA
603
Clearstead Advisors
Ohio
$138K – – –
NP
604
NorthRock Partners
Minnesota
$135K +$2.4K +25 +2%
LFG
605
Larson Financial Group
Missouri
$135K +$769 +8 +0.6%
AT
606
Arlington Trust
Alabama
$123K – – –
IWP
607
IAG Wealth Partners
Wisconsin
$122K – – –
AWM
608
Avior Wealth Management
Nebraska
$117K +$5.77K +60 +5%
CIAS
609
CBIZ Investment Advisory Services
Ohio
$114K -$13K -135 -10%
PP
610
Pacifica Partners
Canada
$113K – – –
HI
611
Harbour Investments
Wisconsin
$112K – – –
AIM
612
Anchor Investment Management
South Carolina
$110K – – –
BBHC
613
Brown Brothers Harriman & Co
New York
$108K – – –
IWM
614
IMG Wealth Management
Florida
$105K +$109K +1,138 New
CA
615
CoreCap Advisors
Michigan
$105K +$40.9K +425 +60%
SC
616
Stephens Consulting
Michigan
$100K – – –
GSWM
617
Golden State Wealth Management
California
$99.1K +$103K +1,070 New
CIAS
618
Capital Investment Advisory Services
North Carolina
$93.8K – – –
EWA
619
EverSource Wealth Advisors
Alabama
$89.5K – – –
PPC
620
Park Place Capital
Alabama
$87.6K +$481 +5 +0.5%
SWM
621
Sanctuary Wealth Management
Idaho
$87.2K – – –
FDCDDQ
622
Federation des caisses Desjardins du Quebec
Quebec, Canada
$83.6K – – –
BWAM
623
Boyd Watterson Asset Management
Ohio
$83.3K – – –
PCMC
624
Private Capital Management (Colorado)
Colorado
$82.2K – – –
CF
625
Collier Financial
Colorado
$79.6K +$82.7K +860 New
23 24
25
26 27