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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
301
BTC Capital Management
Iowa
$322K – – –
FANJ
302
Financial Architects (New Jersey)
New Jersey
$322K +$355K +5,137 New
SCM
303
SOL Capital Management
Maryland
$321K – – –
CCM
304
Cutler Capital Management
Massachusetts
$319K – – –
IC
305
IEQ Capital
California
$317K – – –
JWCA
306
J.W. Cole Advisors
Florida
$316K +$483 +7 +0.1%
TFA
307
Triad Financial Advisors
North Carolina
$312K – – –
PFGIA
308
Patriot Financial Group Insurance Agency
Massachusetts
$310K +$269K +3,898 +368%
PFO
309
Pathstone Family Office
New Jersey
$309K +$341K +4,935 New
DJSG
310
D.J. St. Germain
Massachusetts
$307K – – –
NIG
311
NFJ Investment Group
Texas
$306K +$928K +13,449 +188%
AWM
312
Apollon Wealth Management
South Carolina
$304K +$335K +4,855 New
PO
313
Private Ocean
California
$302K -$69 -1 -0%
ZIM
314
Zacks Investment Management
Illinois
$302K – – –
EIP
315
Ellis Investment Partners
Pennsylvania
$299K +$1.52K +22 +0.5%
IA
316
IFG Advisory
Georgia
$297K +$91.1K +1,319 +38%
BEI
317
Benjamin Edwards Inc
Missouri
$296K -$7.18K -104 -2%
CWC
318
Carolinas Wealth Consulting
North Carolina
$295K +$69 +1 +0%
MCM
319
MAI Capital Management
Ohio
$292K +$15.7K +227 +5%
V
320
Veritable
Delaware
$288K -$6.56K -95 -2%
PA
321
Paragon Advisors
Texas
$288K +$318K +4,605 New
IAG
322
Investment Advisory Group
Massachusetts
$285K – – –
LF
323
Lantz Financial
Illinois
$283K +$312K +4,517 New
WCM
324
Windham Capital Management
Massachusetts
$282K – – –
BFC
325
Bedel Financial Consulting
Indiana
$281K -$103K -1,485 -27%
11 12
13
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