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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
B
276
Bellecapital
Switzerland
$309K – – –
IFG
277
Independent Financial Group
California
$307K +$72 +1 +0%
BL
278
Balentine LLC
Georgia
$289K -$63M -876,552 -100%
BCA
279
Bay Colony Advisors
Massachusetts
$287K +$2.09K +29 +0.7%
PAS
280
Park Avenue Securities
New York
$287K +$286K +3,983 New
DADC
281
D.A. Davidson & Co
Montana
$286K – – –
BFC
282
Bedel Financial Consulting
Indiana
$286K +$1.37K +19 +0.5%
TC
283
TAP Consulting
Missouri
$281K -$133K -1,852 -32%
MIAS
284
Mason Investment Advisory Services
Virginia
$281K +$280K +3,899 New
SSWM
285
Sheets Smith Wealth Management
North Carolina
$279K +$719 +10 +0.3%
WP
286
WealthPLAN Partners
Nebraska
$279K +$30.2K +420 +13%
BO
287
Bank OZK
Arkansas
$277K – – –
SC
288
Scotia Capital
Ontario, Canada
$277K – – –
NGA
289
Naples Global Advisors
Florida
$272K – – –
CWP
290
Curated Wealth Partners
California
$270K +$270K +3,750 New
FRA
291
Front Row Advisors
California
$266K – – –
PP
292
Patten & Patten
Tennessee
$266K – – –
RWP
293
Ridgecrest Wealth Partners
California
$266K – – –
HWMA
294
Heritage Wealth Management (Arizona)
Arizona
$265K -$6.54K -91 -2%
NL
295
NWAM LLC
Washington
$265K +$1.8K +25 +0.7%
IIC
296
Integrated Investment Consultants
Michigan
$264K – – –
EFS
297
Essex Financial Services
Connecticut
$261K – – –
WWM
298
WJ Wealth Management
Arizona
$261K +$35.7K +497 +16%
AP
299
Appleton Partners
Massachusetts
$259K – – –
MGAM
300
McGowan Group Asset Management
Texas
$247K +$863 +12 +0.4%
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12
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