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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIG
176
Zuckerman Investment Group
Illinois
$3.4M +$301K +3,864 +11%
DP
177
Denver PWM
Colorado
$3.38M +$28M +359,378 +845%
BSW
178
Buckingham Strategic Wealth
Missouri
$3.37M -$162K -2,086 -5%
EWA
179
EP Wealth Advisors
California
$3.25M -$12.9K -166 -0.4%
FTUS
180
Flow Traders U.S.
New York
$3.18M +$2.94M +37,736 New
PPW
181
Presilium Private Wealth
Pennsylvania
$3.16M +$1.78M +22,827 +155%
WPWM
182
Windward Private Wealth Management
Kansas
$3.16M +$82K +1,053 +3%
DDPIC
183
Deroy & Devereaux Private Investment Counsel
Michigan
$3.13M -$49.1K -630 -2%
RFN
184
RDA Financial Network
Iowa
$3.04M -$141K -1,814 -5%
GP
185
Greenline Partners
New York
$3.01M – – –
MWA
186
Motive Wealth Advisors
Michigan
$3.01M -$513K -6,582 -16%
TVAMP
187
Tennessee Valley Asset Management Partners
Tennessee
$2.9M +$1.35M +17,318 +101%
HWA
188
Hilltop Wealth Advisors
North Carolina
$2.83M +$197K +2,535 +8%
SWP
189
Summit Wealth Partners
Florida
$2.8M +$33.7K +433 +1%
SF
190
Summit Financial
New Jersey
$2.68M +$235K +3,022 +11%
BA
191
Bridge Advisory
California
$2.63M +$2.43M +31,206 New
CPW
192
Catalyst Private Wealth
California
$2.61M +$466K +5,985 +24%
OC
193
Oppenheimer & Co
New York
$2.56M +$73.7K +947 +3%
SS
194
Sunbelt Securities
Texas
$2.45M +$666K +8,546 +42%
ACA
195
Atlas Capital Advisors
Wyoming
$2.43M +$31.5K +404 +1%
GPA
196
Guidance Point Advisors
Massachusetts
$2.36M -$1.36M -17,436 -38%
NWM
197
Northwest Wealth Management
Iowa
$2.35M -$35.4K -454 -2%
PFS
198
Prospera Financial Services
Texas
$2.26M +$1.1M +14,174 +113%
WAOI
199
Wealth Advisors of Iowa
Iowa
$2.24M +$2.26K +29 +0.1%
CAM
200
Cresset Asset Management
Illinois
$2.24M -$90.6K -1,164 -4%
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