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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
326
Whittier Trust
California
$666K – – –
DJSG
327
D.J. St. Germain
Massachusetts
$647K – – –
DADC
328
D.A. Davidson & Co
Montana
$631K +$68.9K +800 +13%
GVAG
329
Great Valley Advisor Group
Delaware
$626K -$211K -2,453 -26%
PCIA
330
Prime Capital Investment Advisors
Kansas
$624K -$911K -10,590 -61%
BEI
331
Benjamin Edwards Inc
Missouri
$620K +$12.4K +144 +2%
MGIA
332
Moneta Group Investment Advisors
Missouri
$614K +$12.6K +146 +2%
RW
333
Regimen Wealth
Georgia
$610K +$2.84K +33 +0.5%
BWCS
334
Beirne Wealth Consulting Services
Connecticut
$606K +$86 +1 +0%
GIA
335
Gladstone Institutional Advisory
Florida
$602K -$111K -1,287 -16%
MWM
336
Mission Wealth Management
California
$599K +$226K +2,630 +66%
ZIC
337
ZWJ Investment Counsel
Georgia
$595K +$44.6K +518 +9%
PPWP
338
Premier Path Wealth Partners
New Jersey
$585K -$149K -1,727 -21%
HPM
339
Hoxton Planning & Management
West Virginia
$582K -$2.75K -32 -0.5%
LSPW
340
Lake Street Private Wealth
Illinois
$581K +$172 +2 +0%
IC
341
IEQ Capital
California
$575K -$226K -2,624 -29%
MWM
342
Meridian Wealth Management
Kentucky
$574K -$39.6K -460 -7%
QCM
343
Quantinno Capital Management
New York
$572K – – –
PO
344
Private Ocean
California
$555K +$516 +6 +0.1%
PA
345
Parallel Advisors
California
$553K +$127K +1,477 +32%
OSAM
346
O'Shaughnessy Asset Management
Connecticut
$546K +$129K +1,501 +33%
AWM
347
Angeles Wealth Management
California
$539K – – –
RBC
348
Roble Belko & Company
Pennsylvania
$530K – – –
SL
349
SWMG LLC
Texas
$526K -$57.7K -670 -10%
FA
350
Flagstar Advisors
New York
$524K -$69.4K -806 -12%
12 13
14
15 16