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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
BONH
651
Bank of New Hampshire
New Hampshire
$40K – – –
GWSG
652
GPS Wealth Strategies Group
Colorado
$38.5K – – –
AG
653
AmeriFlex Group
Nevada
$36.5K -$11.3K -125 -24%
EWP
654
Elevation Wealth Partners
California
$36.3K -$42.1K -467 -55%
ETC
655
Exchange Traded Concepts
Oklahoma
$35.8K +$34.1K +378 New
MJRIC
656
Mogy Joel R Investment Counsel
California
$35.5K – – –
MFC
657
Mechanics Financial Corp
Ohio
$34.7K – – –
GM
658
GeoWealth Management
Illinois
$34.5K -$75.6K -838 -70%
DWA
659
Dougherty Wealth Advisers
Minnesota
$32K – – –
HIMS
660
Hager Investment Management Services
New Hampshire
$30.5K -$5.87K -65 -17%
ST
661
Smithfield Trust
Pennsylvania
$27K +$25.5K +282 New
MSWA
662
Marshall & Sterling Wealth Advisors
New York
$26.9K – – –
CSC
663
Caldwell Sutter Capital
California
$26.9K – – –
DIP
664
DT Investment Partners
Pennsylvania
$26.8K – – –
HIA
665
Harbor Investment Advisory
Maryland
$26.5K – – –
MYIA
666
Mount Yale Investment Advisors
Colorado
$26K +$24.8K +275 New
EWM
667
Evolution Wealth Management
Florida
$25K +$23.8K +264 New
BIA
668
Bell Investment Advisors
California
$24.4K +$23.3K +258 New
CB
669
CNB Bank
Pennsylvania
$23.7K – – –
PMFA
670
Plante Moran Financial Advisors
Michigan
$23.7K – – –
FLFS
671
Family Legacy Financial Solutions
North Carolina
$23K +$21.9K +243 New
SAM
672
Sherman Asset Management
California
$22.7K – – –
RIA
673
Realta Investment Advisors
Delaware
$20.2K – – –
GI
674
GAMMA Investing
California
$20.1K – – –
TSMHT
675
Thurston Springer Miller Herd & Titak
Indiana
$18.8K +$4.6K +51 +34%
25 26
27
28 29