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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
276
Baker Tilly Wealth Management
Wisconsin
$485K -$418K -5,578 -47%
SWA
277
Stratos Wealth Advisors
Ohio
$469K -$5.41M -72,122 -92%
BWM
278
Brickley Wealth Management
California
$467K +$91.3K +1,218 +25%
CCMD
279
Cypress Capital Management (Delaware)
Delaware
$466K -$35.6K -475 -7%
BRWA
280
B. Riley Wealth Advisors
Florida
$463K +$26.5K +354 +6%
TPWA
281
TRUE Private Wealth Advisors
Oregon
$458K -$282K -3,761 -38%
RBC
282
Roble Belko & Company
Pennsylvania
$445K – – –
MPW
283
Melone Private Wealth
Michigan
$444K -$42.4K -566 -9%
VCA
284
Verdence Capital Advisors
Maryland
$435K +$23.9K +319 +6%
SC
285
Sierra Capital
Florida
$433K – – –
CL
286
CIM LLC
New York
$423K -$22.9K -305 -5%
VAS
287
Vestmark Advisory Solutions
Massachusetts
$412K -$93.9K -1,253 -19%
MP
288
McDonald Partners
Ohio
$409K +$404K +5,388 New
TFA
289
Triad Financial Advisors
North Carolina
$407K -$81.4K -1,086 -17%
JWCA
290
J.W. Cole Advisors
Florida
$407K -$50.9K -679 -11%
BEI
291
Benjamin Edwards Inc
Missouri
$398K +$24.3K +324 +7%
BCM
292
BTC Capital Management
Iowa
$390K – – –
SCM
293
SOL Capital Management
Maryland
$389K – – –
IC
294
IEQ Capital
California
$385K +$96.1K +1,282 +34%
FANJ
295
Financial Architects (New Jersey)
New Jersey
$381K +$50.7K +677 +16%
BFS
296
Bradley Foster & Sargent
Connecticut
$378K -$7.5K -100 -2%
EVM
297
Eaton Vance Management
Massachusetts
$368K – – –
PO
298
Private Ocean
California
$366K +$75 +1 +0%
EIP
299
Ellis Investment Partners
Pennsylvania
$359K +$750 +10 +0.2%
MCWS
300
McKinley Carter Wealth Services
West Virginia
$358K – – –
10 11
12
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