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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
276
Modera Wealth Management
New Jersey
$439K – – –
TPA
277
Trivium Point Advisory
Connecticut
$432K -$4.79M -66,711 -91%
TWC
278
TD Waterhouse Canada
Ontario, Canada
$427K -$2.53M -35,171 -85%
EVM
279
Eaton Vance Management
Massachusetts
$425K +$108K +1,505 +31%
TPWA
280
TRUE Private Wealth Advisors
Oregon
$412K +$144 +2 +0%
MPW
281
Melone Private Wealth
Michigan
$406K +$1.22K +17 +0.3%
CCMD
282
Cypress Capital Management (Delaware)
Delaware
$404K -$7.18K -100 -2%
ZIC
283
ZWJ Investment Counsel
Georgia
$393K +$209K +2,911 +98%
RBC
284
Roble Belko & Company
Pennsylvania
$392K – – –
WA
285
Wealth Alliance
New York
$389K -$286K -3,976 -41%
BWM
286
Boyd Wealth Management
California
$376K +$404K +5,626 New
BFC
287
Bedel Financial Consulting
Indiana
$368K +$107K +1,485 +37%
VAS
288
Vestmark Advisory Solutions
Massachusetts
$366K +$3.02K +42 +0.8%
BTWM
289
Baker Tilly Wealth Management
Wisconsin
$360K -$72.7K -1,012 -16%
MP
290
McDonald Partners
Ohio
$360K – – –
PCIA
291
Prime Capital Investment Advisors
Kansas
$359K +$386K +5,369 New
BFG
292
Barber Financial Group
Kansas
$358K -$234K -3,251 -38%
FAM
293
Forte Asset Management
New York
$354K +$380K +5,288 New
BFS
294
Bradley Foster & Sargent
Connecticut
$349K +$16.1K +224 +4%
T
295
TCWP
Ohio
$349K +$87.3K +1,215 +30%
BCM
296
BTC Capital Management
Iowa
$344K – – –
SCM
297
SOL Capital Management
Maryland
$343K – – –
CCM
298
Cutler Capital Management
Massachusetts
$341K +$366K +5,100 New
AFP
299
Advus Financial Partners
Florida
$340K -$1.12M -15,631 -75%
IC
300
IEQ Capital
California
$339K – – –
10 11
12
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