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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
301
Pinnacle Family Advisors
Missouri
$245K +$72 +1 +0%
MWM
302
Mission Wealth Management
California
$242K +$33.7K +468 +16%
CIAS
303
Capital Investment Advisory Services
North Carolina
$234K +$233K +3,245 New
NAS
304
Nicolet Advisory Services
Wisconsin
$227K – – –
PA
305
Pinnacle Associates
New York
$227K – – –
VWA
306
V Wealth Advisors
Kansas
$226K +$225K +3,126 New
SC
307
Savant Capital
Illinois
$222K -$99.5K -1,384 -31%
SWM
308
SeaCrest Wealth Management
New York
$216K -$8.41K -117 -4%
OIA
309
Optimum Investment Advisors
Illinois
$216K – – –
DLCIG
310
D.L. Carlson Investment Group
New Hampshire
$213K -$50.3K -699 -19%
KW
311
KWB Wealth
California
$211K – – –
KF
312
Krilogy Financial
Missouri
$211K +$72 +1 +0%
FHB
313
First Hawaiian Bank
Hawaii
$210K -$10K -139 -5%
WCG
314
Weaver Consulting Group
California
$209K +$209K +2,900 New
GG
315
GenWealth Group
New Jersey
$204K +$204K +2,836 New
WCAMG
316
Woodard & Company Asset Management Group
North Carolina
$201K – – –
CYG
317
Clean Yield Group
Vermont
$201K +$201K +2,794 New
AIC
318
Ameritas Investment Company
Nebraska
$200K +$127K +1,763 +882%
CFB
319
Cullen/Frost Bankers
Texas
$171K – – –
FDCDDQ
320
Federation des caisses Desjardins du Quebec
Quebec, Canada
$166K -$38.4K -534 -19%
TI
321
tru Independence
Oregon
$156K -$2.48M -34,546 -94%
FWM
322
FFT Wealth Management
Pennsylvania
$147K +$147K +2,047 New
BWA
323
BDO Wealth Advisors
Florida
$144K -$5.9K -82 -4%
MA
324
MCF Advisors
Kentucky
$144K – – –
PFGIA
325
Patriot Financial Group Insurance Agency
Massachusetts
$142K -$220K -3,065 -61%
11 12
13
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