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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
NRI
301
NFP Retirement Inc
California
$564K +$52.6K +670 +10%
WT
302
Whittier Trust
California
$550K – – –
VAM
303
Verity Asset Management
North Carolina
$535K +$172K +2,197 +44%
USCWA
304
U.S. Capital Wealth Advisors
Texas
$534K -$3.06K -39 -0.5%
DJSG
305
D.J. St. Germain
Massachusetts
$533K -$34.6K -441 -6%
BWM
306
Boyd Wealth Management
California
$526K -$131K -1,670 -19%
KHC
307
Koesten Hirschmann & Crabtree
Kansas
$523K -$22.1K -281 -4%
OSAM
308
O'Shaughnessy Asset Management
Connecticut
$517K +$188K +2,392 +53%
ODIJL
309
One Day In July LLC
Vermont
$508K +$22.8K +291 +4%
HPM
310
Hoxton Planning & Management
West Virginia
$508K +$12.8K +163 +2%
RWRC
311
R.W. Roge & Company
New York
$503K +$553K +7,041 New
APG
312
Abacus Planning Group
South Carolina
$503K – – –
FTS
313
Fifth Third Securities
Ohio
$494K -$323K -4,114 -38%
MGIA
314
Moneta Group Investment Advisors
Missouri
$489K -$235K -2,996 -31%
CAMG
315
CWA Asset Management Group
Florida
$488K +$190K +2,423 +59%
LSPW
316
Lake Street Private Wealth
Illinois
$481K – – –
ZIC
317
ZWJ Investment Counsel
Georgia
$466K +$7.14K +91 +1%
BEI
318
Benjamin Edwards Inc
Missouri
$460K +$201K +2,559 +71%
IA
319
IFG Advisory
Georgia
$460K +$484K +6,162 New
VFA
320
Valeo Financial Advisors
Indiana
$459K -$471 -6 -0.1%
ESB
321
Essex Savings Bank
Connecticut
$457K – – –
PO
322
Private Ocean
California
$457K – – –
FFP
323
FourThought Financial Partners
Florida
$439K -$4K -51 -0.9%
RBC
324
Roble Belko & Company
Pennsylvania
$438K – – –
CWP
325
Curated Wealth Partners
California
$429K -$78.5K -1,000 -15%
11 12
13
14 15