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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
351
SOL Capital Management
Maryland
$362K – – –
BFG
352
Barber Financial Group
Kansas
$362K -$15.4K -222 -4%
ESB
353
Essex Savings Bank
Connecticut
$361K +$58.4K +840 +20%
IFG
354
Independent Financial Group
California
$361K +$51.9K +746 +17%
FANJ
355
Financial Architects (New Jersey)
New Jersey
$361K -$2.09K -30 -0.6%
BFS
356
Bradley Foster & Sargent
Connecticut
$355K -$12.7K -183 -4%
CCM
357
Cutler Capital Management
Massachusetts
$353K -$6.95K -100 -2%
PFO
358
Pathstone Family Office
New Jersey
$350K +$1.67K +24 +0.5%
PO
359
Private Ocean
California
$341K +$70 +1 +0%
EIP
360
Ellis Investment Partners
Pennsylvania
$334K -$3.13K -45 -0.9%
TWC
361
TD Waterhouse Canada
Ontario, Canada
$334K -$65.7K -945 -17%
LL
362
LWMG LLC
Minnesota
$333K +$327K +4,708 New
MCM
363
MAI Capital Management
Ohio
$330K -$70 -1 -0%
IA
364
IFG Advisory
Georgia
$327K -$8.21K -118 -2%
KL
365
KWMG LLC
Kansas
$327K -$139K -2,005 -30%
IAG
366
Investment Advisory Group
Massachusetts
$322K – – –
WCM
367
Windham Capital Management
Massachusetts
$318K – – –
WA
368
Wealth Alliance
New York
$317K -$70.9K -1,019 -18%
V
369
Veritable
Delaware
$317K -$7.72K -111 -2%
BCA
370
Bay Colony Advisors
Massachusetts
$312K +$417 +6 +0.1%
EWA
371
Exencial Wealth Advisors
Oklahoma
$309K +$64.8K +932 +27%
CRI
372
Colonial River Investments
Virginia
$303K +$5.08K +73 +2%
B
373
Bellecapital
Switzerland
$303K – – –
CAG
374
Csenge Advisory Group
Florida
$299K -$13.4K -193 -4%
CG
375
Clifford Group
Massachusetts
$293K +$289K +4,150 New
13 14
15
16 17