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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
326
D.A. Davidson & Co
Montana
$270K +$4.17K +58 +1%
EW
327
Emerson Wealth
Michigan
$267K +$287K +3,992 New
HWA
328
Hilltop Wealth Advisors
North Carolina
$264K +$283K +3,941 New
MIA
329
MMBG Investment Advisors
Florida
$262K – – –
SSWM
330
Sheets Smith Wealth Management
North Carolina
$261K +$431 +6 +0.2%
SC
331
Scotia Capital
Ontario, Canada
$258K +$431 +6 +0.2%
CL
332
Choreo LLC
Illinois
$256K – – –
MIAS
333
Mason Investment Advisory Services
Virginia
$249K – – –
PP
334
Patten & Patten
Tennessee
$247K – – –
RWP
335
Ridgecrest Wealth Partners
California
$247K – – –
FRA
336
Front Row Advisors
California
$246K – – –
ODIJL
337
One Day In July LLC
Vermont
$243K -$21.5K -300 -8%
AP
338
Appleton Partners
Massachusetts
$241K – – –
PA
339
Parallel Advisors
California
$240K +$151K +2,102 +141%
NGA
340
Naples Global Advisors
Florida
$238K – – –
CFGS
341
Concourse Financial Group Securities
Alabama
$237K +$9.48K +132 +4%
MGAM
342
McGowan Group Asset Management
Texas
$235K +$1.08K +15 +0.4%
CFG
343
Citizens Financial Group
Rhode Island
$234K -$6.46K -90 -3%
IIC
344
Integrated Investment Consultants
Michigan
$234K – – –
SF
345
Synovus Financial
Georgia
$230K +$215 +3 +0.1%
IA
346
IFG Advisory
Georgia
$229K +$6.54K +91 +3%
BSSFA
347
Baron Silver Stevens Financial Advisors
Florida
$226K – – –
CA
348
Claro Advisors
Massachusetts
$225K -$74.6K -1,039 -24%
OBWG
349
Onyx Bridge Wealth Group
New York
$223K – – –
SC
350
Savant Capital
Illinois
$223K +$215 +3 +0.1%
12 13
14
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