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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
326
Two Sigma Securities
New York
$892K +$908K +9,670 New
PIA
327
Perennial Investment Advisors
California
$887K +$31.6K +337 +4%
BWCS
328
Beirne Wealth Consulting Services
Connecticut
$866K -$31.1K -331 -3%
ODIJL
329
One Day In July LLC
Vermont
$858K +$113K +1,208 +15%
RWRC
330
R.W. Roge & Company
New York
$848K +$24.7K +263 +3%
D
331
Dentgroup
Louisiana
$833K +$17.9K +191 +2%
GFWA
332
Grey Fox Wealth Advisors
Delaware
$821K -$58.8K -627 -7%
TWA
333
Talisman Wealth Advisors
New Jersey
$818K -$2.81K -30 -0.3%
SHGA
334
Sand Hill Global Advisors
California
$809K -$78.5K -836 -9%
PFA
335
Pure Financial Advisors
California
$803K +$14.5K +155 +2%
WHCFA
336
William Howard & Co Financial Advisors
Tennessee
$786K – – –
ICP
337
Interchange Capital Partners
Pennsylvania
$779K +$2.81K +30 +0.4%
EAM
338
Empirical Asset Management
Massachusetts
$767K -$25.9M -276,291 -97%
TCA
339
Transcend Capital Advisors
New Jersey
$757K +$161K +1,717 +26%
NL
340
NWAM LLC
Washington
$750K -$131K -1,392 -15%
EFL
341
ERn Financial LLC
Wisconsin
$722K -$68.3K -728 -9%
OSAM
342
O'Shaughnessy Asset Management
Connecticut
$721K +$159K +1,692 +28%
DADC
343
D.A. Davidson & Co
Montana
$720K +$83.3K +888 +13%
TC
344
TownSquare Capital
Utah
$696K +$155K +1,652 +28%
VCA
345
Verdence Capital Advisors
Maryland
$694K +$1.97K +21 +0.3%
WT
346
Whittier Trust
California
$692K – – –
CFS
347
Coordinated Financial Services
Colorado
$679K +$18.2K +194 +3%
FAI
348
Fiduciary Advisors Inc
Missouri
$676K -$16K -170 -2%
AF
349
Apollon Financial
South Carolina
$655K +$330K +3,520 +98%
MA
350
MONECO Advisors
Connecticut
$653K +$1.31K +14 +0.2%
12 13
14
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