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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
326
Roble Belko & Company
Pennsylvania
$459K – – –
FIA
327
Foundations Investment Advisors
Arizona
$457K +$436K +5,835 New
IA
328
IFP Advisors
Florida
$445K -$1.09M -14,577 -72%
TSS
329
Two Sigma Securities
New York
$440K +$420K +5,625 New
PIN
330
Prudent Investors Network
California
$436K +$417K +5,577 New
WA
331
Wealth Alliance
New York
$426K +$52.8K +707 +15%
BFA
332
Beaumont Financial Advisors
Massachusetts
$421K – – –
BTWM
333
Baker Tilly Wealth Management
Wisconsin
$421K – – –
GAB
334
German American Bancorp
Indiana
$418K – – –
TPWA
335
TRUE Private Wealth Advisors
Oregon
$416K -$11.2K -150 -3%
WAP
336
Wealthcare Advisory Partners
Pennsylvania
$416K -$136K -1,815 -25%
CL
337
CIM LLC
New York
$415K -$191K -2,560 -33%
FAM
338
Forte Asset Management
New York
$414K – – –
SL
339
SWMG LLC
Texas
$408K -$135K -1,806 -26%
ZIM
340
Zacks Investment Management
Illinois
$407K +$75 +1 +0%
MPW
341
Melone Private Wealth
Michigan
$406K +$299 +4 +0.1%
BCM
342
BTC Capital Management
Iowa
$402K – – –
LL
343
LWMG LLC
Minnesota
$401K +$224 +3 +0.1%
TF
344
TIAA FSB
Florida
$400K – – –
EIP
345
Ellis Investment Partners
Pennsylvania
$397K +$15.8K +211 +4%
PFO
346
Pathstone Family Office
New Jersey
$391K +$1.12K +15 +0.3%
FANJ
347
Financial Architects (New Jersey)
New Jersey
$390K -$9.26K -124 -2%
VAM
348
Verity Asset Management
North Carolina
$389K -$88.1K -1,179 -19%
AWM
349
Axxcess Wealth Management
California
$384K -$51.2K -686 -12%
IFG
350
Independent Financial Group
California
$381K +$39.3K +526 +12%
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