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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
LRIA
176
Leonard Rickey Investment Advisors
Washington
$3.49M -$165K -1,914 -5%
DDPIC
177
Deroy & Devereaux Private Investment Counsel
Michigan
$3.41M +$47.3K +550 +1%
EWA
178
EP Wealth Advisors
California
$3.38M -$98.7K -1,147 -3%
MCM
179
Mitchell Capital Management
Kansas
$3.36M -$3.26M -37,915 -51%
BBL
180
Beck Bode LLC
Massachusetts
$3.35M -$767K -8,913 -19%
MCM
181
Monument Capital Management
Virginia
$3.34M -$5.97M -69,309 -65%
WPWM
182
Windward Private Wealth Management
Kansas
$3.33M -$50.3K -584 -2%
IA
183
IFG Advisory
Georgia
$3.33M +$2.31M +26,862 +271%
PPW
184
Presilium Private Wealth
Pennsylvania
$3.31M -$77.4K -899 -2%
GP
185
Greenline Partners
New York
$3.22M – – –
RFN
186
RDA Financial Network
Iowa
$3.19M -$69.2K -804 -2%
HWA
187
Hilltop Wealth Advisors
North Carolina
$3.09M +$48.6K +565 +2%
SS
188
Sunbelt Securities
Texas
$3.07M +$424K +4,932 +17%
FPAS
189
Focus Partners Advisor Solutions
Missouri
$3.07M +$2.29M +26,605 +363%
SWP
190
Summit Wealth Partners
Florida
$3M +$861 +10 +0%
MOS
191
MGO One Seven
Ohio
$3M +$606K +7,041 +27%
SF
192
Summit Financial
New Jersey
$2.86M -$9.81K -114 -0.4%
OC
193
Oppenheimer & Co
New York
$2.78M +$27.4K +318 +1%
SWC
194
Spectrum Wealth Counsel
Indiana
$2.75M +$850K +9,877 +48%
ACA
195
Atlas Capital Advisors
Wyoming
$2.64M +$34.4K +400 +1%
NA
196
NewEdge Advisors
Louisiana
$2.57M +$204K +2,370 +9%
VA
197
Valmark Advisers
Ohio
$2.56M +$190K +2,203 +8%
GPA
198
Guidance Point Advisors
Massachusetts
$2.54M +$12.1K +140 +0.5%
EIC
199
Equity Investment Corp
Georgia
$2.47M -$3.29M -38,207 -58%
SWM
200
Sterling Wealth Management
Illinois
$2.41M +$164K +1,905 +8%
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