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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
351
Pinnacle Associates
New York
$239K -$5.25K -70 -2%
BWM
352
BNC Wealth Management
Oregon
$237K +$150 +2 +0.1%
OBWG
353
Onyx Bridge Wealth Group
New York
$237K +$243K +3,248 New
SI
354
Stephens Inc
Arkansas
$235K +$232K +3,095 New
ESB
355
Essex Savings Bank
Connecticut
$233K – – –
BWA
356
BDO Wealth Advisors
Florida
$233K +$46.8K +624 +26%
PIA
357
Perennial Investment Advisors
California
$231K +$13K +173 +6%
PFA
358
Pinnacle Family Advisors
Missouri
$231K +$15.1K +201 +7%
HWMA
359
Heritage Wealth Management (Arizona)
Arizona
$231K +$228K +3,046 New
OIA
360
Optimum Investment Advisors
Illinois
$228K – – –
MHS
361
M Holdings Securities
Oregon
$228K +$225K +2,999 New
ZIC
362
ZWJ Investment Counsel
Georgia
$225K +$11.3K +151 +5%
MA
363
MCF Advisors
Kentucky
$224K +$221K +2,946 New
CS
364
Comerica Securities
Michigan
$223K -$96.4K -1,286 -30%
KM
365
Kalos Management
Georgia
$220K -$1.67M -22,247 -88%
LFA
366
Lauterbach Financial Advisors
Texas
$220K -$13.4K -179 -6%
FHB
367
First Hawaiian Bank
Hawaii
$220K – – –
WCG
368
Weaver Consulting Group
California
$220K – – –
KW
369
KWB Wealth
California
$218K – – –
DLCIG
370
D.L. Carlson Investment Group
New Hampshire
$215K -$3.15K -42 -1%
WCAMG
371
Woodard & Company Asset Management Group
North Carolina
$212K – – –
BCI
372
Brinker Capital Investments
Pennsylvania
$209K +$207K +2,756 New
GG
373
GenWealth Group
New Jersey
$204K -$3.07K -41 -1%
AWM
374
Angeles Wealth Management
California
$203K +$200K +2,672 New
RCAG
375
Rehmann Capital Advisory Group
Michigan
$201K +$199K +2,650 New
13 14
15
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