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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
276
Stratos Wealth Advisors
Ohio
$469K -$5.41M -72,122 -92%
BWM
277
Brickley Wealth Management
California
$467K +$91.3K +1,218 +25%
CCMD
278
Cypress Capital Management (Delaware)
Delaware
$466K -$35.6K -475 -7%
BRWA
279
B. Riley Wealth Advisors
Florida
$463K +$26.5K +354 +6%
TPWA
280
TRUE Private Wealth Advisors
Oregon
$458K -$282K -3,761 -38%
RBC
281
Roble Belko & Company
Pennsylvania
$445K – – –
MPW
282
Melone Private Wealth
Michigan
$444K -$42.4K -566 -9%
VCA
283
Verdence Capital Advisors
Maryland
$435K +$23.9K +319 +6%
SC
284
Sierra Capital
Florida
$433K – – –
CL
285
CIM LLC
New York
$423K -$22.9K -305 -5%
VAS
286
Vestmark Advisory Solutions
Massachusetts
$412K -$93.9K -1,253 -19%
MP
287
McDonald Partners
Ohio
$409K +$404K +5,388 New
TFA
288
Triad Financial Advisors
North Carolina
$407K -$81.4K -1,086 -17%
JWCA
289
J.W. Cole Advisors
Florida
$407K -$50.9K -679 -11%
BEI
290
Benjamin Edwards Inc
Missouri
$398K +$24.3K +324 +7%
BCM
291
BTC Capital Management
Iowa
$390K – – –
SCM
292
SOL Capital Management
Maryland
$389K – – –
IC
293
IEQ Capital
California
$385K +$96.1K +1,282 +34%
FANJ
294
Financial Architects (New Jersey)
New Jersey
$381K +$50.7K +677 +16%
BFS
295
Bradley Foster & Sargent
Connecticut
$378K -$7.5K -100 -2%
EVM
296
Eaton Vance Management
Massachusetts
$368K – – –
PO
297
Private Ocean
California
$366K +$75 +1 +0%
EIP
298
Ellis Investment Partners
Pennsylvania
$359K +$750 +10 +0.2%
MCWS
299
McKinley Carter Wealth Services
West Virginia
$358K – – –
SS
300
Sunbelt Securities
Texas
$357K -$84.9K -1,133 -20%
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12
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