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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
251
SYM Financial Corp
Indiana
$445K – – –
V
252
Veritable
Delaware
$440K +$5.25K +73 +1%
GJIC
253
Gamble Jones Investment Counsel
California
$438K +$15.5K +215 +4%
JWCA
254
J.W. Cole Advisors
Florida
$437K +$34.5K +479 +9%
IA
255
IFP Advisors
Florida
$428K -$397K -5,523 -48%
RBC
256
Roble Belko & Company
Pennsylvania
$422K – – –
SC
257
Sierra Capital
Florida
$411K – – –
PWM
258
PBMares Wealth Management
Virginia
$409K -$36.7K -510 -8%
MP
259
McDonald Partners
Ohio
$390K -$95K -1,321 -20%
MWM
260
Modera Wealth Management
New Jersey
$384K – – –
VAS
261
Vestmark Advisory Solutions
Massachusetts
$377K +$64.3K +894 +21%
PO
262
Private Ocean
California
$372K +$72 +1 +0%
BCM
263
BTC Capital Management
Iowa
$370K – – –
SCM
264
SOL Capital Management
Maryland
$369K – – –
CWC
265
Carolinas Wealth Consulting
North Carolina
$365K – – –
SS
266
Sunbelt Securities
Texas
$355K +$17K +236 +5%
DJSG
267
D.J. St. Germain
Massachusetts
$352K – – –
EIP
268
Ellis Investment Partners
Pennsylvania
$345K +$719 +10 +0.2%
BEI
269
Benjamin Edwards Inc
Missouri
$336K -$16.7K -232 -5%
VCA
270
Verdence Capital Advisors
Maryland
$336K +$4.03K +56 +1%
OWA
271
Octavia Wealth Advisors
Ohio
$333K -$36.6K -509 -10%
EVM
272
Eaton Vance Management
Massachusetts
$331K +$41.5K +577 +14%
WCM
273
Windham Capital Management
Massachusetts
$324K – – –
BTWM
274
Baker Tilly Wealth Management
Wisconsin
$322K +$48.9K +680 +18%
CRI
275
Colonial River Investments
Virginia
$318K -$2.66K -37 -0.8%
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11
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