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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
CRI
326
Colonial River Investments
Virginia
$281K -$14.9K -208 -5%
BWCS
327
Beirne Wealth Consulting Services
Connecticut
$274K +$295K +4,101 New
DADC
328
D.A. Davidson & Co
Montana
$270K +$4.17K +58 +1%
EW
329
Emerson Wealth
Michigan
$267K +$287K +3,992 New
HWA
330
Hilltop Wealth Advisors
North Carolina
$264K +$283K +3,941 New
MIA
331
MMBG Investment Advisors
Florida
$262K – – –
SSWM
332
Sheets Smith Wealth Management
North Carolina
$261K +$431 +6 +0.2%
SC
333
Scotia Capital
Ontario, Canada
$258K +$431 +6 +0.2%
CL
334
Choreo LLC
Illinois
$256K – – –
MIAS
335
Mason Investment Advisory Services
Virginia
$249K – – –
PP
336
Patten & Patten
Tennessee
$247K – – –
RWP
337
Ridgecrest Wealth Partners
California
$247K – – –
FRA
338
Front Row Advisors
California
$246K – – –
ODIJL
339
One Day In July LLC
Vermont
$243K -$21.5K -300 -8%
AP
340
Appleton Partners
Massachusetts
$241K – – –
PA
341
Parallel Advisors
California
$240K +$151K +2,102 +141%
NGA
342
Naples Global Advisors
Florida
$238K – – –
CFGS
343
Concourse Financial Group Securities
Alabama
$237K +$9.48K +132 +4%
MGAM
344
McGowan Group Asset Management
Texas
$235K +$1.08K +15 +0.4%
CFG
345
Citizens Financial Group
Rhode Island
$234K -$6.46K -90 -3%
IIC
346
Integrated Investment Consultants
Michigan
$234K – – –
SF
347
Synovus Financial
Georgia
$230K +$215 +3 +0.1%
IA
348
IFG Advisory
Georgia
$229K +$6.54K +91 +3%
BSSFA
349
Baron Silver Stevens Financial Advisors
Florida
$226K – – –
CA
350
Claro Advisors
Massachusetts
$225K -$74.6K -1,039 -24%
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14
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