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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
GJIA
626
Glass Jacobson Investment Advisors
Maryland
$77.9K +$15.6K +162 +24%
PA
627
Pineridge Advisors
Missouri
$73.9K +$289 +3 +0.4%
FFA
628
Founders Financial Alliance
North Carolina
$71.7K +$289 +3 +0.4%
PFA
629
Pathway Financial Advisers
Indiana
$69.9K +$481 +5 +0.7%
FHA
630
First Horizon Advisors
Tennessee
$69.8K -$5.39K -56 -7%
GM
631
GeoWealth Management
Illinois
$69.6K -$37.5K -390 -34%
NRC
632
New Republic Capital
North Carolina
$66.1K +$68.7K +714 New
PCFFS
633
Pacific Center for Financial Services
California
$65.6K – – –
TCOV
634
Trust Company of Vermont
Vermont
$63.8K – – –
AWM
635
Abound Wealth Management
Tennessee
$62.9K -$7.69K -80 -11%
KPP
636
Kings Path Partners
Texas
$62.5K -$48.6K -505 -43%
TC
637
Truvestments Capital
Florida
$60.2K – – –
FF
638
Finley Financial
Nevada
$59.9K +$61.6K +640 New
MG
639
Mather Group
Illinois
$59.2K – – –
BCWM
640
Bartlett & Co Wealth Management
Ohio
$56.6K – – –
MBFW
641
Morton Brown Family Wealth
Pennsylvania
$53.5K -$20.4K -212 -27%
SMA
642
Sage Mountain Advisors
Georgia
$51.8K – – –
AG
643
AmeriFlex Group
Nevada
$48.5K +$49K +509 New
BWL
644
Bogart Wealth LLC
Virginia
$48.1K – – –
PCTC
645
Perkins Coie Trust Company
Washington
$47.4K – – –
MFT
646
Moisand Fitzgerald Tamayo
Florida
$46.8K – – –
CWP
647
Concord Wealth Partners
Virginia
$45.8K +$289 +3 +0.6%
TFGT
648
TS Financial Group (TSFG)
Illinois
$45K – – –
WCM
649
Winthrop Capital Management
Indiana
$45K +$46.9K +488 New
MFC
650
Mechanics Financial Corp
Ohio
$41.4K – – –
24 25
26
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