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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
NS
701
NBC Securities
Alabama
$41K – – –
VR
702
Vision Retirement
New Jersey
$40.4K +$40K +394 New
EWP
703
Elevation Wealth Partners
California
$39.4K – – –
MJRIC
704
Mogy Joel R Investment Counsel
California
$38.5K – – –
GAFA
705
Garton & Associates Financial Advisors
Kentucky
$36.9K +$36.5K +360 New
TSMHT
706
Thurston Springer Miller Herd & Titak
Indiana
$35.3K +$34.9K +344 New
PP
707
Pacifica Partners
Canada
$35K – – –
MI
708
Motiv8 Investments
Florida
$35K +$34.7K +342 New
DWA
709
Dougherty Wealth Advisers
Minnesota
$34.7K – – –
HIMS
710
Hager Investment Management Services
New Hampshire
$33K – – –
MFC
711
Mechanics Financial Corp
Ohio
$32.5K – – –
RA
712
Ransom Advisory
Rhode Island
$30.8K +$30.4K +300 New
NI
713
NCP Inc
California
$29.7K +$29.4K +290 New
M
714
MOTCO
Texas
$29.2K +$28.9K +285 New
PFG
715
Premier Financial Group
California
$29.1K +$28.6K +282 New
DIP
716
DT Investment Partners
Pennsylvania
$29K – – –
ST
717
Smithfield Trust
Pennsylvania
$29K – – –
EWM
718
Evolution Wealth Management
Florida
$28.8K +$1.72K +17 +6%
HIA
719
Harbor Investment Advisory
Maryland
$28.7K – – –
CT
720
Caldwell Trust
Florida
$27.8K -$27.2K -268 -50%
BIA
721
Bell Investment Advisors
California
$26.5K – – –
PMFA
722
Plante Moran Financial Advisors
Michigan
$25.6K -$32K -316 -56%
CB
723
CNB Bank
Pennsylvania
$25.6K – – –
SAM
724
Sherman Asset Management
California
$24.6K – – –
SAG
725
SageView Advisory Group
California
$23K +$22.7K +224 New
27 28
29
30 31