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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
VAM
326
Verity Asset Management
North Carolina
$454K +$26.6K +361 +6%
MWM
327
Meridian Wealth Management
Kentucky
$452K +$451K +6,126 New
ESB
328
Essex Savings Bank
Connecticut
$452K +$74.4K +1,010 +20%
PO
329
Private Ocean
California
$451K +$94.6K +1,285 +27%
BFWA
330
Benchmark Financial Wealth Advisors
Florida
$438K -$49.6K -673 -10%
FFP
331
FourThought Financial Partners
Florida
$438K -$90.1K -1,224 -17%
RBC
332
Roble Belko & Company
Pennsylvania
$433K – – –
AWM
333
Axxcess Wealth Management
California
$413K +$412K +5,596 New
TPWA
334
TRUE Private Wealth Advisors
Oregon
$403K +$10.8K +147 +3%
TFA
335
Triad Financial Advisors
North Carolina
$398K – – –
BFA
336
Beaumont Financial Advisors
Massachusetts
$397K – – –
BTWM
337
Baker Tilly Wealth Management
Wisconsin
$397K – – –
VAS
338
Vestmark Advisory Solutions
Massachusetts
$396K -$115K -1,564 -23%
ZIC
339
ZWJ Investment Counsel
Georgia
$395K +$12.5K +170 +3%
GAB
340
German American Bancorp
Indiana
$394K – – –
FAM
341
Forte Asset Management
New York
$390K – – –
ZIM
342
Zacks Investment Management
Illinois
$384K -$9.06K -123 -2%
TWC
343
TD Waterhouse Canada
Ontario, Canada
$382K +$35.4K +480 +10%
IA
344
IFG Advisory
Georgia
$381K +$39.3K +533 +12%
BCM
345
BTC Capital Management
Iowa
$379K – – –
MPW
346
Melone Private Wealth
Michigan
$379K +$516 +7 +0.1%
LL
347
LWMG LLC
Minnesota
$378K +$30.5K +414 +9%
FANJ
348
Financial Architects (New Jersey)
New Jersey
$377K +$368 +5 +0.1%
TF
349
TIAA FSB
Florida
$377K -$26.9K -365 -7%
EW
350
Element Wealth
Mississippi
$368K -$17.3K -235 -5%
12 13
14
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