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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
D
326
Dentgroup
Louisiana
$814K +$192K +2,087 +32%
WHCFA
327
William Howard & Co Financial Advisors
Tennessee
$814K – – –
ICP
328
Interchange Capital Partners
Pennsylvania
$807K +$4.04K +44 +0.5%
ODIJL
329
One Day In July LLC
Vermont
$767K +$3.03K +33 +0.4%
VCA
330
Verdence Capital Advisors
Maryland
$756K -$6.07K -66 -0.8%
MWM
331
Mascoma Wealth Management
New Hampshire
$744K -$73.8K -803 -9%
WT
332
Whittier Trust
California
$703K – – –
UWS
333
Unique Wealth Strategies
Illinois
$695K -$10.5K -114 -2%
WC
334
Waterloo Capital
Texas
$685K +$19.6K +213 +3%
DJSG
335
D.J. St. Germain
Massachusetts
$683K – – –
FCM
336
Firestone Capital Management
Florida
$663K -$158K -1,723 -20%
NRI
337
NFP Retirement Inc
California
$642K -$72.3K -786 -10%
HPM
338
Hoxton Planning & Management
West Virginia
$641K -$12K -131 -2%
RW
339
Regimen Wealth
Georgia
$628K +$3.68K +40 +0.6%
GIA
340
Gladstone Institutional Advisory
Florida
$628K -$11.8K -128 -2%
MGIA
341
Moneta Group Investment Advisors
Missouri
$627K -$19.6K -213 -3%
SWM
342
SeaCrest Wealth Management
New York
$616K – – –
FCG
343
Fielder Capital Group
Tennessee
$616K +$220K +2,395 +59%
DADC
344
D.A. Davidson & Co
Montana
$611K -$4.6K -50 -0.8%
IC
345
IEQ Capital
California
$609K +$736 +8 +0.1%
MWM
346
Meridian Wealth Management
Kentucky
$608K +$586K +6,372 New
QCM
347
Quantinno Capital Management
New York
$604K – – –
PA
348
Parallel Advisors
California
$595K – – –
JWCA
349
J.W. Cole Advisors
Florida
$588K -$29.5K -321 -5%
OSAM
350
O'Shaughnessy Asset Management
Connecticut
$587K -$30.1K -327 -5%
12 13
14
15 16