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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
MCP
226
Mirador Capital Partners
California
$249K -$54.9K -1,075 -18%
NGA
227
Naples Global Advisors
Florida
$248K -$22.3K -437 -8%
BPA
228
Beacon Pointe Advisors
California
$247K -$151K -2,957 -38%
VA
229
Valmark Advisers
Ohio
$247K +$242K +4,731 New
IFG
230
Independent Financial Group
California
$244K -$70.9K -1,389 -23%
WCM
231
Windham Capital Management
Massachusetts
$235K – – –
PP
232
Patten & Patten
Tennessee
$232K – – –
NL
233
NWAM LLC
Washington
$231K +$226K +4,431 New
BEI
234
Benjamin Edwards Inc
Missouri
$230K +$64.3K +1,260 +40%
MAM
235
Marotta Asset Management
Virginia
$228K -$169K -3,311 -43%
GIA
236
Gladstone Institutional Advisory
Florida
$228K -$1.03M -20,111 -82%
SWA
237
Stratos Wealth Advisors
Ohio
$225K -$45.2K -885 -17%
SC
238
Savant Capital
Illinois
$224K -$54.2K -1,062 -20%
PFA
239
Pinnacle Family Advisors
Missouri
$215K +$210K +4,109 New
MA
240
Mutual Advisors
Nebraska
$214K +$209K +4,099 New
AP
241
Appleton Partners
Massachusetts
$207K +$203K +3,972 New
BFC
242
Bedel Financial Consulting
Indiana
$204K – – –
SSWM
243
Sheets Smith Wealth Management
North Carolina
$201K -$27.2K -532 -12%
FRA
244
Front Row Advisors
California
$192K +$86.8K +1,700 +86%
FANJ
245
Financial Architects (New Jersey)
New Jersey
$173K +$57.5K +1,126 +52%
SPIA
246
Steward Partners Investment Advisory
New York
$170K +$14.2K +278 +9%
CAL
247
Capital Analysts LLC
Pennsylvania
$162K – – –
WCG
248
Weaver Consulting Group
California
$150K -$91.1K -1,784 -38%
SFC
249
SYM Financial Corp
Indiana
$150K +$102 +2 +0.1%
WCAMG
250
Woodard & Company Asset Management Group
North Carolina
$146K – – –
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10
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