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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
326
D.J. St. Germain
Massachusetts
$647K – – –
DADC
327
D.A. Davidson & Co
Montana
$631K +$68.9K +800 +13%
GVAG
328
Great Valley Advisor Group
Delaware
$626K -$211K -2,453 -26%
PCIA
329
Prime Capital Investment Advisors
Kansas
$624K -$911K -10,590 -61%
BEI
330
Benjamin Edwards Inc
Missouri
$620K +$12.4K +144 +2%
MGIA
331
Moneta Group Investment Advisors
Missouri
$614K +$12.6K +146 +2%
RW
332
Regimen Wealth
Georgia
$610K +$2.84K +33 +0.5%
BWCS
333
Beirne Wealth Consulting Services
Connecticut
$606K +$86 +1 +0%
GIA
334
Gladstone Institutional Advisory
Florida
$602K -$111K -1,287 -16%
MWM
335
Mission Wealth Management
California
$599K +$226K +2,630 +66%
ZIC
336
ZWJ Investment Counsel
Georgia
$595K +$44.6K +518 +9%
PPWP
337
Premier Path Wealth Partners
New Jersey
$585K -$149K -1,727 -21%
HPM
338
Hoxton Planning & Management
West Virginia
$582K -$2.75K -32 -0.5%
LSPW
339
Lake Street Private Wealth
Illinois
$581K +$172 +2 +0%
IC
340
IEQ Capital
California
$575K -$226K -2,624 -29%
MWM
341
Meridian Wealth Management
Kentucky
$574K -$39.6K -460 -7%
QCM
342
Quantinno Capital Management
New York
$572K – – –
PO
343
Private Ocean
California
$555K +$516 +6 +0.1%
PA
344
Parallel Advisors
California
$553K +$127K +1,477 +32%
OSAM
345
O'Shaughnessy Asset Management
Connecticut
$546K +$129K +1,501 +33%
AWM
346
Angeles Wealth Management
California
$539K – – –
RBC
347
Roble Belko & Company
Pennsylvania
$530K – – –
SL
348
SWMG LLC
Texas
$526K -$57.7K -670 -10%
FA
349
Flagstar Advisors
New York
$524K -$69.4K -806 -12%
USCWA
350
U.S. Capital Wealth Advisors
Texas
$523K +$344 +4 +0.1%
12 13
14
15 16