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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
251
Advisornet Financial
Minnesota
$10K – – –
JCM
252
Jacobi Capital Management
Pennsylvania
$9K -$7.02K -126 -45%
LDFR
253
Lehman & Derafelo Financial Resources
Pennsylvania
$9K – – –
WTC
254
WhitTier Trust Company
Nevada
$7K – – –
RAM
255
Riggs Asset Management
Pennsylvania
$6K – – –
VFA
256
Valeo Financial Advisors
Indiana
$6K – – –
TWA
257
TCI Wealth Advisors
Arizona
$6K +$6.18K +111 New
PCA
258
Providence Capital Advisors
North Carolina
$6K +$6.24K +112 New
LFG
259
LifePlan Financial Group
Ohio
$5K – – –
JFA
260
JNBA Financial Advisors
Minnesota
$3K – – –
RIA
261
Realta Investment Advisors
Delaware
$3K +$3.01K +54 New
DWM
262
Doyle Wealth Management
Florida
$3K +$3.34K +60 New
QAM
263
QCI Asset Management
New York
$2K – – –
MFG
264
Merit Financial Group
Georgia
– -$84.3M -1,083,337 Closed
PCM
265
Peak Capital Management
Colorado
– -$4.29M -78,153 Closed
WHG
266
Westwood Holdings Group
Texas
– -$1.42M -25,896 Closed
CA
267
Clearstead Advisors
Ohio
– -$1.32M -24,149 Closed
TF
268
TIAA FSB
Florida
– -$1.09M -19,938 Closed
5L
269
55I LLC
Massachusetts
– -$290K -5,289 Closed
EAM
270
Evanson Asset Management
California
– -$284K -5,186 Closed
JIC
271
Johnson Investment Counsel
Ohio
– -$271K -4,960 Closed
PA
272
Pinnacle Associates
New York
– -$266K -4,850 Closed
PWMAG
273
Pinnacle Wealth Management Advisory Group
New Jersey
– -$266K -4,850 Closed
FHB
274
First Hawaiian Bank
Hawaii
– -$164K -2,993 Closed
SWM
275
SeaCrest Wealth Management
New York
– -$155K -2,820 Closed
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