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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
776
Caldwell Trust
Florida
$7.38K -$14.5K -134 -67%
HPC
777
HM Payson & Co
Maine
$6.83K +$3.57K +33 +114%
OFG
778
Oxford Financial Group
Indiana
$6.06K – – –
FMP
779
Financial Management Professionals
Texas
$5.95K – – –
AP
780
Atwood & Palmer
Missouri
$5.84K – – –
CSB
781
City State Bank
Iowa
$5.29K – – –
FMII
782
Farmers & Merchants Investments Inc
Nebraska
$5.29K – – –
FLP
783
Financial Life Planners
Arizona
$5.03K +$108 +1 +2%
DWA
784
Delos Wealth Advisors
Texas
$4.85K +$4.76K +44 New
YP
785
YANKCOM Partnership
South Dakota
$4.52K +$4.44K +41 New
MIM
786
MTM Investment Management
South Carolina
$4.41K – – –
RF
787
Rossby Financial
Florida
$4.41K – – –
AI
788
Arvest Investments
Arkansas
$4.41K +$4.33K +40 New
HHGA
789
Halbert Hargrove Global Advisors
California
$4.08K – – –
VNA
790
Valley National Advisers
Pennsylvania
$4.08K – – –
RIA
791
Realta Investment Advisors
Delaware
$3.75K – – –
CPBTD
792
Central Pacific Bank - Trust Division
Hawaii
$3.42K – – –
RWA
793
Reicon Wealth Advisors
Georgia
$3.31K +$3.25K +30 New
KFG
794
Kingdom Financial Group
Arizona
$3.21K +$3.14K +29 New
PMIM
795
Prudent Man Investment Management
Colorado
$3.18K – – –
HWP
796
Highline Wealth Partners
California
$3.08K – – –
MS
797
Monetary Solutions
Ohio
$2.53K – – –
BWM
798
Bernard Wealth Management
Michigan
$2.31K – – –
FC
799
Fairscale Capital
New Hampshire
$2.31K – – –
SFG
800
Strive Financial Group
Indiana
$2.31K +$2.27K +21 New
30 31
32
33 34