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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
676
Capital Investment Advisory Services
North Carolina
$119K – – –
BWS
677
Buck Wealth Strategies
Colorado
$116K +$114K +1,052 New
PPC
678
Park Place Capital
Alabama
$107K +$433 +4 +0.4%
SAM
679
Smartleaf Asset Management
Massachusetts
$103K – – –
RRMM
680
Regatta Research & Money Management
Louisiana
$101K +$99K +915 New
AC
681
AlphaCore Capital
California
$99.2K +$108 +1 +0.1%
AIM
682
Anchor Investment Management
South Carolina
$98.6K -$4.65K -43 -5%
TWIM
683
TIAA Wealth Investment Management
New York
$98.5K -$13.5K -125 -12%
RPC
684
Rossmore Private Capital
Connecticut
$96.9K – – –
FUBT
685
First United Bank & Trust
Maryland
$95.9K +$94.2K +871 New
SMA
686
Sage Mountain Advisors
Georgia
$91.9K +$29.8K +275 +49%
FC
687
Financial Consulate
Maryland
$90.1K – – –
AW
688
Ankerstar Wealth
Texas
$86K – – –
AA
689
Ancora Advisors
Ohio
$85.6K +$9.52K +88 +13%
FDCDDQ
690
Federation des caisses Desjardins du Quebec
Quebec, Canada
$85.1K – – –
VPW
691
Vaquero Private Wealth
Texas
$84K +$82.6K +763 New
FHC
692
First Horizon Corporation
Tennessee
$83.1K – – –
GSWM
693
Golden State Wealth Management
California
$81.6K +$1.73K +16 +2%
PCFFS
694
Pacific Center for Financial Services
California
$78.1K – – –
MG
695
Mather Group
Illinois
$73.3K +$23.9K +221 +50%
AWM
696
Abound Wealth Management
Tennessee
$72.5K +$108 +1 +0.2%
AF
697
Abound Financial
California
$71.6K – – –
TC
698
Truvestments Capital
Florida
$71.6K – – –
FF
699
Finley Financial
Nevada
$70.5K – – –
BCWM
700
Bartlett & Co Wealth Management
Ohio
$67.3K – – –
26 27
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