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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
326
Meridian Wealth Management
Kentucky
$452K +$451K +6,126 New
ESB
327
Essex Savings Bank
Connecticut
$452K +$74.4K +1,010 +20%
PO
328
Private Ocean
California
$451K +$94.6K +1,285 +27%
BFWA
329
Benchmark Financial Wealth Advisors
Florida
$438K -$49.6K -673 -10%
FFP
330
FourThought Financial Partners
Florida
$438K -$90.1K -1,224 -17%
RBC
331
Roble Belko & Company
Pennsylvania
$433K – – –
AWM
332
Axxcess Wealth Management
California
$413K +$412K +5,596 New
TPWA
333
TRUE Private Wealth Advisors
Oregon
$403K +$10.8K +147 +3%
TFA
334
Triad Financial Advisors
North Carolina
$398K – – –
BFA
335
Beaumont Financial Advisors
Massachusetts
$397K – – –
BTWM
336
Baker Tilly Wealth Management
Wisconsin
$397K – – –
VAS
337
Vestmark Advisory Solutions
Massachusetts
$396K -$115K -1,564 -23%
ZIC
338
ZWJ Investment Counsel
Georgia
$395K +$12.5K +170 +3%
GAB
339
German American Bancorp
Indiana
$394K – – –
FAM
340
Forte Asset Management
New York
$390K – – –
ZIM
341
Zacks Investment Management
Illinois
$384K -$9.06K -123 -2%
TWC
342
TD Waterhouse Canada
Ontario, Canada
$382K +$35.4K +480 +10%
IA
343
IFG Advisory
Georgia
$381K +$39.3K +533 +12%
BCM
344
BTC Capital Management
Iowa
$379K – – –
MPW
345
Melone Private Wealth
Michigan
$379K +$516 +7 +0.1%
LL
346
LWMG LLC
Minnesota
$378K +$30.5K +414 +9%
FANJ
347
Financial Architects (New Jersey)
New Jersey
$377K +$368 +5 +0.1%
TF
348
TIAA FSB
Florida
$377K -$26.9K -365 -7%
EW
349
Element Wealth
Mississippi
$368K -$17.3K -235 -5%
PFO
350
Pathstone Family Office
New Jersey
$367K +$1.4K +19 +0.4%
12 13
14
15 16