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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
NRI
326
NFP Retirement Inc
California
$637K -$234 -3 -0%
WT
327
Whittier Trust
California
$621K – – –
FPAS
328
Focus Partners Advisor Solutions
Missouri
$619K -$407K -5,220 -42%
DJSG
329
D.J. St. Germain
Massachusetts
$603K – – –
KHC
330
Koesten Hirschmann & Crabtree
Kansas
$601K +$9.35K +120 +2%
PG
331
Patten Group
Tennessee
$596K +$551K +7,072 New
VAM
332
Verity Asset Management
North Carolina
$586K -$17.4K -224 -3%
ODIJL
333
One Day In July LLC
Vermont
$583K +$7.87K +101 +1%
WC
334
Waterloo Capital
Texas
$581K +$537K +6,894 New
MWM
335
Meridian Wealth Management
Kentucky
$574K -$518K -6,657 -49%
VFG
336
Victory Financial Group
Texas
$567K +$524K +6,727 New
BEI
337
Benjamin Edwards Inc
Missouri
$566K +$42.1K +541 +9%
RW
338
Regimen Wealth
Georgia
$566K +$523K +6,711 New
BWCS
339
Beirne Wealth Consulting Services
Connecticut
$565K -$54.3K -697 -9%
PPWP
340
Premier Path Wealth Partners
New Jersey
$563K +$638K +8,193 New
MGIA
341
Moneta Group Investment Advisors
Missouri
$560K +$7.32K +94 +1%
FA
342
Flagstar Advisors
New York
$557K -$341K -4,385 -40%
TI
343
Trexquant Investment
Connecticut
$555K -$421K -5,411 -45%
UWS
344
Unique Wealth Strategies
Illinois
$551K +$509K +6,537 New
RA
345
Rational Advisors
New York
$551K +$509K +6,535 New
SL
346
SWMG LLC
Texas
$547K -$139K -1,789 -22%
HPM
347
Hoxton Planning & Management
West Virginia
$546K -$26.4K -339 -5%
LSPW
348
Lake Street Private Wealth
Illinois
$542K +$312 +4 +0.1%
QCM
349
Quantinno Capital Management
New York
$533K +$493K +6,326 New
DADC
350
D.A. Davidson & Co
Montana
$521K +$92.7K +1,190 +24%
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14
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