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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
301
J.W. Cole Advisors
Florida
$337K -$23.2K -323 -6%
TFA
302
Triad Financial Advisors
North Carolina
$334K -$27.2K -379 -7%
BEI
303
Benjamin Edwards Inc
Missouri
$324K -$28.9K -403 -8%
PO
304
Private Ocean
California
$323K – – –
ZIM
305
Zacks Investment Management
Illinois
$322K +$88.8K +1,236 +35%
EIP
306
Easterly Investment Partners
Massachusetts
$321K +$345K +4,806 New
EIP
307
Ellis Investment Partners
Pennsylvania
$317K +$1.01K +14 +0.3%
CWC
308
Carolinas Wealth Consulting
North Carolina
$315K +$8.33K +116 +3%
ARC
309
Advisor Resource Council
Texas
$315K +$339K +4,717 New
V
310
Veritable
Delaware
$314K +$12.9K +179 +4%
BPA
311
Beacon Pointe Advisors
California
$312K -$347K -4,834 -51%
PCMC
312
Private Capital Management (Colorado)
Colorado
$312K – – –
BCA
313
Bay Colony Advisors
Massachusetts
$312K +$28.8K +401 +10%
SS
314
Sunbelt Securities
Texas
$307K -$4.38K -61 -1%
DJSG
315
D.J. St. Germain
Massachusetts
$307K – – –
IAG
316
Investment Advisory Group
Massachusetts
$306K – – –
MCWS
317
McKinley Carter Wealth Services
West Virginia
$301K -$16.2K -226 -5%
WCM
318
Windham Capital Management
Massachusetts
$301K – – –
MCM
319
MAI Capital Management
Ohio
$297K -$447K -6,228 -58%
KAM
320
Kraft Asset Management
Tennessee
$296K +$317K +4,419 New
RTS
321
Round Table Services
New Jersey
$295K -$336K -4,679 -51%
SWM
322
SFG Wealth Management
Maryland
$294K +$30.2K +420 +11%
BCI
323
Brinker Capital Investments
Pennsylvania
$292K +$116K +1,612 +58%
IFG
324
Independent Financial Group
California
$292K +$72 +1 +0%
B
325
Bellecapital
Switzerland
$287K – – –
11 12
13
14 15