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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
HHCP
701
Hilton Head Capital Partners
South Carolina
$45.3K +$44.8K +442 New
BONH
702
Bank of New Hampshire
New Hampshire
$43.4K – – –
SWM
703
SHP Wealth Management
Massachusetts
$41.7K +$41.3K +407 New
NS
704
NBC Securities
Alabama
$41K – – –
VR
705
Vision Retirement
New Jersey
$40.4K +$40K +394 New
EWP
706
Elevation Wealth Partners
California
$39.4K – – –
MJRIC
707
Mogy Joel R Investment Counsel
California
$38.5K – – –
GAFA
708
Garton & Associates Financial Advisors
Kentucky
$36.9K +$36.5K +360 New
TSMHT
709
Thurston Springer Miller Herd & Titak
Indiana
$35.3K +$34.9K +344 New
PP
710
Pacifica Partners
Canada
$35K – – –
MI
711
Motiv8 Investments
Florida
$35K +$34.7K +342 New
DWA
712
Dougherty Wealth Advisers
Minnesota
$34.7K – – –
HIMS
713
Hager Investment Management Services
New Hampshire
$33K – – –
MFC
714
Mechanics Financial Corp
Ohio
$32.5K – – –
RA
715
Ransom Advisory
Rhode Island
$30.8K +$30.4K +300 New
NI
716
NCP Inc
California
$29.7K +$29.4K +290 New
M
717
MOTCO
Texas
$29.2K +$28.9K +285 New
PFG
718
Premier Financial Group
California
$29.1K +$28.6K +282 New
DIP
719
DT Investment Partners
Pennsylvania
$29K – – –
ST
720
Smithfield Trust
Pennsylvania
$29K – – –
EWM
721
Evolution Wealth Management
Florida
$28.8K +$1.72K +17 +6%
HIA
722
Harbor Investment Advisory
Maryland
$28.7K – – –
CT
723
Caldwell Trust
Florida
$27.8K -$27.2K -268 -50%
BIA
724
Bell Investment Advisors
California
$26.5K – – –
PMFA
725
Plante Moran Financial Advisors
Michigan
$25.6K -$32K -316 -56%
27 28
29
30 31