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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
LGWM
276
Litman Gregory Wealth Management
California
$86K – – –
ADL
277
Asset Dedication LLC
California
$84K – – –
MMG
278
Monetary Management Group
Missouri
$80K – – –
SF
279
Synovus Financial
Georgia
$77K +$5.13K +85 +8%
KPW
280
Kore Private Wealth
New York
$73K +$69.7K +1,156 New
VFA
281
Valeo Financial Advisors
Indiana
$70K +$58.5K +971 +736%
OPS
282
Orion Portfolio Solutions
Nebraska
$70K +$67.1K +1,113 New
DAM
283
Delta Asset Management
Tennessee
$66K +$63.3K +1,050 New
ZB
284
Zions Bancorporation
Utah
$64K +$61.7K +1,023 New
BEI
285
Benjamin Edwards Inc
Missouri
$62K +$723 +12 +1%
CIA
286
Cascade Investment Advisors
Oregon
$60.5K – – –
BCI
287
Brinker Capital Investments
Pennsylvania
$60K – – –
BA
288
Ballast Advisors
Minnesota
$58K +$55.5K +921 New
IF
289
Ironwood Financial
Arizona
$52K +$1.69K +28 +4%
RFM
290
Royal Fund Management
Florida
$51K – – –
IWP
291
IAG Wealth Partners
Wisconsin
$48K +$45K +746 New
NFG
292
Next Financial Group
Texas
$45K +$9.35K +155 +27%
TFGT
293
TS Financial Group (TSFG)
Illinois
$39K +$24.4K +405 +194%
CFB
294
Cullen/Frost Bankers
Texas
$32K – – –
CHA
295
Carmichael Hill & Associates
Maryland
$29K +$28.1K +466 New
VRM
296
Vectors Research Management
New York
$27K +$25.4K +421 New
JPLA
297
Joseph P. Lucia & Associates
New York
$25K -$3.92K -65 -14%
BWM
298
Baystate Wealth Management
Massachusetts
$25K – – –
LWA
299
Lenox Wealth Advisors
New York
$25K – – –
EWM
300
Edge Wealth Management
New York
$25K +$24.1K +400 New
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12
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