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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
BMCM
351
Bryn Mawr Capital Management
Pennsylvania
$363K -$75.1K -1,020 -17%
CA
352
Claro Advisors
Massachusetts
$362K -$36.7K -498 -9%
BFS
353
Bradley Foster & Sargent
Connecticut
$360K -$11K -150 -3%
EIP
354
Ellis Investment Partners
Pennsylvania
$359K +$10K +136 +3%
CCM
355
Cutler Capital Management
Massachusetts
$354K -$14.7K -200 -4%
BCM
356
Becker Capital Management
Oregon
$353K +$352K +4,785 New
SCM
357
SOL Capital Management
Maryland
$353K -$25.8K -350 -7%
CFD
358
Creative Financial Designs
Indiana
$351K -$18M -244,278 -98%
WA
359
Wealth Alliance
New York
$349K +$17.7K +240 +5%
CL
360
Choreo LLC
Illinois
$349K +$50.5K +686 +17%
SM
361
Sweeney & Michel
California
$345K +$335K +4,555 New
V
362
Veritable
Delaware
$338K +$6.7K +91 +2%
IAG
363
Investment Advisory Group
Massachusetts
$336K – – –
MM
364
Meridian Management
Arkansas
$335K +$335K +4,547 New
OSAM
365
O'Shaughnessy Asset Management
Connecticut
$335K +$318K +4,312 +1,908%
CS
366
Cannell & Spears
New York
$333K +$332K +4,514 New
WCM
367
Windham Capital Management
Massachusetts
$332K – – –
EWA
368
Exencial Wealth Advisors
Oklahoma
$323K – – –
BCA
369
Bay Colony Advisors
Massachusetts
$322K +$368 +5 +0.1%
IFG
370
Independent Financial Group
California
$321K -$55.8K -758 -15%
MCM
371
MAI Capital Management
Ohio
$319K -$25.7K -349 -7%
NF
372
Nikulski Financial
Iowa
$319K +$318K +4,317 New
B
373
Bellecapital
Switzerland
$317K – – –
CAG
374
Csenge Advisory Group
Florida
$311K -$957 -13 -0.3%
KL
375
KWMG LLC
Kansas
$311K -$30.7K -417 -9%
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15
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