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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
CHJWM
176
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.12M +$29.4K +405 +3%
NFG
177
Next Financial Group
Texas
$1.11M +$57.8K +796 +5%
PFM
178
Phillips Financial Management
Indiana
$1.11M -$35.9K -494 -3%
MIAN
179
Mariner Independent Advisor Network
Kansas
$1.11M -$14.1K -194 -1%
SLA
180
Silver Lake Advisory
Utah
$1.11M -$5.16K -71 -0.5%
CAM
181
Cresset Asset Management
Illinois
$1.1M +$554K +7,631 +97%
CG
182
CFO4Life Group
Texas
$1.09M – – –
MCA
183
Magnolia Capital Advisors
Mississippi
$1.07M +$6.03K +83 +0.6%
RFN
184
RDA Financial Network
Iowa
$1.07M +$548K +7,542 +100%
CI
185
CX Institutional
Indiana
$1.02M +$122K +1,675 +13%
WPWM
186
Windward Private Wealth Management
Kansas
$1M -$39.6K -545 -4%
PPA
187
Parametric Portfolio Associates
Washington
$952K +$513K +7,063 +111%
PA
188
Prism Advisors
California
$936K – – –
CAG
189
Csenge Advisory Group
Florida
$921K +$43.1K +593 +5%
FA
190
Flagstar Advisors
New York
$919K +$942K +12,967 New
WA
191
Wealth Alliance
New York
$898K -$87.7K -1,207 -9%
MWM
192
Mascoma Wealth Management
New Hampshire
$870K -$203K -2,796 -19%
PA
193
PFG Advisors
Arizona
$862K -$43.8K -603 -5%
CFA
194
Carroll Financial Associates
North Carolina
$848K – – –
WPC
195
White Pine Capital
Minnesota
$833K +$22.4K +308 +3%
N
196
Natixis
France
$826K – – –
FNBOH
197
First National Bank of Hutchinson
Kansas
$822K -$63.8K -878 -7%
FHA
198
Flagship Harbor Advisors
Massachusetts
$818K – – –
KPCM
199
Kings Point Capital Management
New York
$817K – – –
TC
200
Telemus Capital
Michigan
$800K -$14.5K -200 -2%
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