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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
EVM
276
Eaton Vance Management
Massachusetts
$277K +$264K +4,021 New
DADC
277
D.A. Davidson & Co
Montana
$274K – – –
FANJ
278
Financial Architects (New Jersey)
New Jersey
$274K +$29.4K +448 +13%
BFC
279
Bedel Financial Consulting
Indiana
$273K -$984 -15 -0.4%
BCA
280
Bay Colony Advisors
Massachusetts
$273K +$24.9K +380 +11%
SIC
281
Samalin Investment Counsel
New York
$271K +$258K +3,938 New
SBSB
282
Sullivan, Bruyette, Speros & Blaney
Virginia
$269K +$256K +3,899 New
SC
283
Scotia Capital
Ontario, Canada
$266K -$20.4K -311 -7%
SSWM
284
Sheets Smith Wealth Management
North Carolina
$266K – – –
MAFM
285
Mid Atlantic Financial Management
Pennsylvania
$265K +$3.21K +49 +1%
BO
286
Bank OZK
Arkansas
$265K +$252K +3,845 New
BTWM
287
Baker Tilly Wealth Management
Wisconsin
$262K -$168K -2,565 -40%
EFS
288
Essex Financial Services
Connecticut
$261K +$249K +3,793 New
NGA
289
Naples Global Advisors
Florida
$260K -$57.4K -875 -19%
HWMA
290
Heritage Wealth Management (Arizona)
Arizona
$260K +$248K +3,776 New
GVAG
291
Great Valley Advisor Group
Delaware
$257K +$25.8K +393 +12%
PP
292
Patten & Patten
Tennessee
$255K – – –
RWP
293
Ridgecrest Wealth Partners
California
$255K +$243K +3,700 New
FRA
294
Front Row Advisors
California
$253K – – –
IIC
295
Integrated Investment Consultants
Michigan
$253K +$241K +3,674 New
NL
296
NWAM LLC
Washington
$252K -$1.64K -25 -0.7%
DLCIG
297
D.L. Carlson Investment Group
New Hampshire
$252K – – –
AP
298
Appleton Partners
Massachusetts
$248K -$9.84K -150 -4%
MA
299
Mutual Advisors
Nebraska
$246K -$41.7K -635 -15%
WP
300
WealthPLAN Partners
Nebraska
$242K -$4.72K -72 -2%
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