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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
176
Columbus Macro
Pennsylvania
$4.15M -$148K -1,608 -4%
B
177
Bailard
California
$4.09M +$140K +1,521 +4%
WMP
178
Wealth Management Partners
Arizona
$4.07M -$58.3K -634 -1%
IAN
179
Integrated Advisors Network
Texas
$3.94M -$1.89M -20,585 -33%
VFPW
180
Vantage Financial Partners (Wisconsin)
Wisconsin
$3.85M -$1.88M -20,453 -34%
PCA
181
Prosperity Capital Advisors
Ohio
$3.84M +$675K +7,341 +22%
CAM
182
Cresset Asset Management
Illinois
$3.84M -$334K -3,632 -8%
DDPIC
183
Deroy & Devereaux Private Investment Counsel
Michigan
$3.83M +$82.7K +900 +2%
FM
184
Family Management
New York
$3.77M -$90.9K -989 -2%
NA
185
NewEdge Advisors
Louisiana
$3.59M +$722K +7,851 +26%
MOS
186
MGO One Seven
Ohio
$3.53M +$186K +2,023 +6%
DP
187
Denver PWM
Colorado
$3.51M -$126K -1,369 -4%
LRIA
188
Leonard Rickey Investment Advisors
Washington
$3.47M -$157K -1,706 -4%
EWA
189
EP Wealth Advisors
California
$3.47M -$32.8K -357 -1%
GP
190
Greenline Partners
New York
$3.4M – – –
PPW
191
Presilium Private Wealth
Pennsylvania
$3.39M -$85K -925 -3%
RFN
192
RDA Financial Network
Iowa
$3.37M +$85K +924 +3%
WPWM
193
Windward Private Wealth Management
Kansas
$3.33M -$39.4K -429 -1%
SWP
194
Summit Wealth Partners
Florida
$3.29M +$47.2K +513 +2%
P
195
&Partners
Tennessee
$3.23M +$1.16M +12,650 +60%
HWA
196
Hilltop Wealth Advisors
North Carolina
$3.21M -$53.8K -585 -2%
OC
197
Oppenheimer & Co
New York
$3.04M +$37K +402 +1%
FPAS
198
Focus Partners Advisor Solutions
Missouri
$3.01M -$206K -2,244 -7%
SF
199
Summit Financial
New Jersey
$3M -$51.9K -564 -2%
SWC
200
Spectrum Wealth Counsel
Indiana
$2.91M +$1.08M +11,706 +62%
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