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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
DE
351
Diversified Enterprises
Delaware
$854K +$433K +4,003 +107%
DADC
352
D.A. Davidson & Co
Montana
$851K +$49.7K +459 +6%
SAI
353
Savvy Advisors Inc
New York
$851K +$424K +3,922 +103%
IWB
354
Innovative Wealth Building
Maryland
$848K +$17.4K +161 +2%
HPM
355
Hoxton Planning & Management
West Virginia
$840K +$30.5K +282 +4%
ICP
356
Interchange Capital Partners
Pennsylvania
$840K -$89.1K -823 -10%
WT
357
Whittier Trust
California
$839K – – –
GIA
358
Gladstone Institutional Advisory
Florida
$827K +$2.38K +22 +0.3%
CA
359
Calton & Associates
Florida
$825K +$810K +7,486 New
PFM
360
Phillips Financial Management
Indiana
$817K -$270K -2,496 -25%
TRCT
361
Tower Research Capital (TRC)
New York
$809K -$231K -2,134 -23%
PCIA
362
Prime Capital Investment Advisors
Kansas
$808K -$1.62K -15 -0.2%
BM
363
Berman McAleer
Maryland
$805K -$8.77K -81 -1%
ESB
364
Essex Savings Bank
Connecticut
$803K – – –
AWM
365
Axxcess Wealth Management
California
$786K +$772K +7,134 New
CL
366
Choreo LLC
Illinois
$785K -$4.98K -46 -0.6%
BWFA
367
Baltimore-Washington Financial Advisors
Maryland
$775K +$761K +7,036 New
OCPWS
368
One Charles Private Wealth Services
Massachusetts
$770K -$58.2K -538 -7%
TPI
369
Trust Point Inc
Wisconsin
$766K +$38.7K +358 +5%
FCM
370
Firestone Capital Management
Florida
$765K – – –
S
371
Sachetta
Massachusetts
$758K -$30K -277 -4%
PFPG
372
Pinnacle Financial Partners (Georgia)
Georgia
$755K +$742K +6,857 New
DJSG
373
D.J. St. Germain
Massachusetts
$749K – – –
BWMG
374
Barnes Wealth Management Group
California
$749K -$14.7K -136 -2%
TCIIS
375
TIAA-CREF Individual & Institutional Services
New York
$748K -$8.44K -78 -1%
13 14
15
16 17