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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
626
Park Place Capital
Alabama
$95.9K +$389 +4 +0.4%
AC
627
AlphaCore Capital
California
$92.3K – – –
1NWS
628
1 North Wealth Services
Maryland
$90K – – –
FFA
629
Founders Financial Alliance
North Carolina
$89K +$76K +781 +710%
RPC
630
Rossmore Private Capital
Connecticut
$88K +$85.7K +880 New
FC
631
Financial Consulate
Maryland
$81.8K +$79.6K +818 New
PA
632
Pineridge Advisors
Missouri
$80.3K – – –
GJIA
633
Glass Jacobson Investment Advisors
Maryland
$78K +$292 +3 +0.4%
FDCDDQ
634
Federation des caisses Desjardins du Quebec
Quebec, Canada
$77.3K – – –
PFA
635
Pathway Financial Advisers
Indiana
$76.5K +$74.7K +767 New
FHC
636
First Horizon Corporation
Tennessee
$75.4K +$73.4K +754 New
NRC
637
New Republic Capital
North Carolina
$71.4K – – –
PCFFS
638
Pacific Center for Financial Services
California
$70.9K – – –
GSWM
639
Golden State Wealth Management
California
$68.4K -$28.2K -290 -30%
AWM
640
Abound Wealth Management
Tennessee
$65.3K +$195 +2 +0.3%
TC
641
Truvestments Capital
Florida
$65K – – –
FF
642
Finley Financial
Nevada
$64K – – –
KPP
643
Kings Path Partners
Texas
$62.7K -$4.67K -48 -7%
SMA
644
Sage Mountain Advisors
Georgia
$62.6K -$779 -8 -1%
BCWM
645
Bartlett & Co Wealth Management
Ohio
$61.1K -$3.8K -39 -6%
MBFW
646
Morton Brown Family Wealth
Pennsylvania
$57.8K – – –
SAM
647
Smartleaf Asset Management
Massachusetts
$56.9K -$24.5K -252 -31%
PMFA
648
Plante Moran Financial Advisors
Michigan
$56.6K +$30.8K +316 +126%
CT
649
Caldwell Trust
Florida
$53.9K – – –
HWA
650
HHM Wealth Advisors
Tennessee
$52.8K -$31K -318 -38%
24 25
26
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