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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
326
One Charles Private Wealth Services
Massachusetts
$984K -$13.6K -134 -1%
GFWA
327
Grey Fox Wealth Advisors
Delaware
$971K -$134K -1,320 -12%
CB
328
Commerce Bank
Missouri
$970K – – –
D
329
Dentgroup
Louisiana
$959K +$62.4K +615 +7%
PIA
330
Perennial Investment Advisors
California
$958K -$142K -1,399 -13%
RIS
331
Richmond Investment Services
Wisconsin
$954K +$224K +2,211 +31%
EWM
332
Evermay Wealth Management
Virginia
$947K -$148K -1,455 -14%
TWA
333
Talisman Wealth Advisors
New Jersey
$939K +$1.93K +19 +0.2%
MWMDPGFG
334
MLG Wealth Management DBA Pine Grove Financial Group
Minnesota
$938K +$927K +9,147 New
UWM
335
USAdvisors Wealth Management
Minnesota
$933K -$4.04M -39,842 -81%
GIA
336
Gladstone Institutional Advisory
Florida
$913K -$51.8K -511 -5%
MA
337
MONECO Advisors
Connecticut
$902K -$23.2K -229 -3%
EFL
338
ERn Financial LLC
Wisconsin
$893K +$64.8K +639 +8%
VAM
339
Verity Asset Management
North Carolina
$882K -$804K -7,929 -48%
ICP
340
Interchange Capital Partners
Pennsylvania
$877K +$4.06K +40 +0.5%
HWM
341
HB Wealth Management
Georgia
$876K +$186K +1,836 +27%
EAM
342
Empirical Asset Management
Massachusetts
$853K – – –
PG
343
Patten Group
Tennessee
$850K -$95.2K -939 -10%
IC
344
IEQ Capital
California
$846K -$2.23K -22 -0.3%
RP
345
Riverwater Partners
Wisconsin
$846K +$476K +4,699 +132%
SIM
346
Synergy Investment Management
Florida
$835K -$80.4K -793 -9%
NWM
347
Northwest Wealth Management
Iowa
$832K -$140K -1,382 -15%
PSCM
348
Per Stirling Capital Management
Texas
$831K -$1.01K -10 -0.1%
WHCFA
349
William Howard & Co Financial Advisors
Tennessee
$826K – – –
IFG
350
Independent Financial Group
California
$819K +$200K +1,971 +33%
12 13
14
15 16