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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
651
Independence Bank of Kentucky
Kentucky
$9.55K – – –
MJRIC
652
Mogy Joel R Investment Counsel
California
$9.45K – – –
BWM
653
Bullock Wealth Management
Indiana
$9.13K -$1.84K -20 -17%
AWM
654
AllSquare Wealth Management
New York
$8.98K – – –
LIS
655
Legacy Investment Solutions
Idaho
$8.5K +$8K +87 New
LWMI
656
Legacy Wealth Management (Idaho)
Idaho
$8.5K +$8K +87 New
SWM
657
Sugarloaf Wealth Management
Georgia
$8.4K – – –
FPFS
658
First Personal Financial Services
North Carolina
$7.54K – – –
JFGIW
659
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.45K – – –
SC
660
SouthState Corp
Florida
$7.35K – – –
WWP
661
WR Wealth Planners
Missouri
$6.37K +$92 +1 +2%
OFG
662
Oxford Financial Group
Indiana
$6.21K – – –
CAS
663
Coppell Advisory Solutions
Texas
$5.14K +$4.96K +54 New
FMP
664
Financial Management Professionals
Texas
$5K – – –
FMII
665
Farmers & Merchants Investments Inc
Nebraska
$4.58K -$27.6K -300 -86%
CSB
666
City State Bank
Iowa
$4.58K – – –
BC
667
Barrett & Company
Rhode Island
$4.11K – – –
GT
668
Glenmede Trust
Pennsylvania
$3.82K – – –
MIM
669
MTM Investment Management
South Carolina
$3.81K – – –
BL
670
Balentine LLC
Georgia
$3.44K – – –
RIA
671
Realta Investment Advisors
Delaware
$3.29K -$92 -1 -3%
WAM
672
WFA Asset Management
Wisconsin
$3.06K – – –
VNA
673
Valley National Advisers
Pennsylvania
$3K +$1.2K +13 +54%
BLC
674
Brown, Lisle/Cummings
Rhode Island
$2.87K +$2.76K +30 New
LWANC
675
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.67K +$2.57K +28 New
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