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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
$40.9K – – –
HPBT
702
Hickory Point Bank & Trust
Illinois
$40.9K +$41.9K +400 New
VR
703
Vision Retirement
New Jersey
$40.5K +$210 +2 +0.5%
EWP
704
Elevation Wealth Partners
California
$39.3K – – –
MJRIC
705
Mogy Joel R Investment Counsel
California
$38.3K – – –
PWA
706
Physician Wealth Advisors
Utah
$36.4K +$37.3K +356 New
KPP
707
Kings Path Partners
Texas
$35.9K -$15.5K -148 -30%
SWM
708
SHP Wealth Management
Massachusetts
$34.2K -$7.66K -73 -18%
HIMS
709
Hager Investment Management Services
New Hampshire
$32.9K – – –
MFC
710
Mechanics Financial Corp
Ohio
$32.4K – – –
NI
711
NCP Inc
California
$29.7K – – –
ST
712
Smithfield Trust
Pennsylvania
$29K – – –
DIP
713
DT Investment Partners
Pennsylvania
$28.9K – – –
FWP
714
FAS Wealth Partners
Kansas
$28.7K +$29.5K +281 New
EWM
715
Evolution Wealth Management
Florida
$28.7K – – –
HIA
716
Harbor Investment Advisory
Maryland
$26.5K -$2.2K -21 -8%
BIA
717
Bell Investment Advisors
California
$26.4K – – –
CB
718
CNB Bank
Pennsylvania
$25.6K – – –
PMFA
719
Plante Moran Financial Advisors
Michigan
$25.6K – – –
SAM
720
Sherman Asset Management
California
$24.5K – – –
IWP
721
IAG Wealth Partners
Wisconsin
$24.1K -$98.3K -937 -80%
DWA
722
Dougherty Wealth Advisers
Minnesota
$23.5K -$11.3K -108 -32%
PAI
723
Pittenger & Anderson Inc
Nebraska
$22.1K +$22.7K +216 New
CSC
724
Caldwell Sutter Capital
California
$21.9K – – –
CT
725
Caldwell Trust
Florida
$20.6K -$7.34K -70 -26%
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29
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