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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
PC
301
Permanens Capital
New York
$9K +$8.32K +163 New
JCM
302
Jacobi Capital Management
Pennsylvania
$8K -$2.86K -56 -36%
LDFR
303
Lehman & Derafelo Financial Resources
Pennsylvania
$8K – – –
KWM
304
Keebeck Wealth Management
Illinois
$7K +$7.4K +145 New
WTC
305
WhitTier Trust Company
Nevada
$6K – – –
RAM
306
Riggs Asset Management
Pennsylvania
$5K – – –
WR
307
Watson Rebecca
$5K +$4.6K +90 New
TRCT
308
Tower Research Capital (TRC)
New York
$5K +$5.11K +100 New
CL
309
Cabana LLC
Arkansas
$4K +$4.29K +84 New
DI
310
Disciplined Investments
Oklahoma
$4K +$4.34K +85 New
KFS
311
Kelly Financial Services
Massachusetts
$3.41K – – –
IWP
312
IAG Wealth Partners
Wisconsin
$3K -$21.6K -423 -88%
JFA
313
JNBA Financial Advisors
Minnesota
$3K – – –
AIC
314
Archer Investment Corporation
Indiana
$2.35K +$2.3K +45 New
SFG
315
Sowa Financial Group
Rhode Island
$2K – – –
LFG
316
LifePlan Financial Group
Ohio
$1K – – –
HFA
317
Hoover Financial Advisors
Pennsylvania
$1K +$1.43K +28 New
SRA
318
Summit Rock Advisors
New York
– -$23.5M -509,549 Closed
TI
319
tru Independence
Oregon
– -$29.8M -329,917 Closed
NIMC
320
NWQ Investment Management Company
California
– -$1.5M -32,550 Closed
JIP
321
Jaffetilchin Investment Partners
Florida
– -$654K -14,162 Closed
BWM
322
Brickley Wealth Management
California
– -$624K -13,510 Closed
BA
323
Bristlecone Advisors
Washington
– -$516K -11,170 Closed
ACA
324
Anchor Capital Advisors
Massachusetts
– -$502K -10,880 Closed
FNBOH
325
First National Bank of Hutchinson
Kansas
– -$437K -9,454 Closed
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13
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