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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
351
Pathstone Family Office
New Jersey
$367K +$1.4K +19 +0.4%
BMCM
352
Bryn Mawr Capital Management
Pennsylvania
$363K -$75.1K -1,020 -17%
CA
353
Claro Advisors
Massachusetts
$362K -$36.7K -498 -9%
BFS
354
Bradley Foster & Sargent
Connecticut
$360K -$11K -150 -3%
EIP
355
Ellis Investment Partners
Pennsylvania
$359K +$10K +136 +3%
CCM
356
Cutler Capital Management
Massachusetts
$354K -$14.7K -200 -4%
BCM
357
Becker Capital Management
Oregon
$353K +$352K +4,785 New
SCM
358
SOL Capital Management
Maryland
$353K -$25.8K -350 -7%
CFD
359
Creative Financial Designs
Indiana
$351K -$18M -244,278 -98%
WA
360
Wealth Alliance
New York
$349K +$17.7K +240 +5%
CL
361
Choreo LLC
Illinois
$349K +$50.5K +686 +17%
SM
362
Sweeney & Michel
California
$345K +$335K +4,555 New
V
363
Veritable
Delaware
$338K +$6.7K +91 +2%
IAG
364
Investment Advisory Group
Massachusetts
$336K – – –
MM
365
Meridian Management
Arkansas
$335K +$335K +4,547 New
OSAM
366
O'Shaughnessy Asset Management
Connecticut
$335K +$318K +4,312 +1,908%
CS
367
Cannell & Spears
New York
$333K +$332K +4,514 New
WCM
368
Windham Capital Management
Massachusetts
$332K – – –
EWA
369
Exencial Wealth Advisors
Oklahoma
$323K – – –
BCA
370
Bay Colony Advisors
Massachusetts
$322K +$368 +5 +0.1%
IFG
371
Independent Financial Group
California
$321K -$55.8K -758 -15%
MCM
372
MAI Capital Management
Ohio
$319K -$25.7K -349 -7%
NF
373
Nikulski Financial
Iowa
$319K +$318K +4,317 New
B
374
Bellecapital
Switzerland
$317K – – –
CAG
375
Csenge Advisory Group
Florida
$311K -$957 -13 -0.3%
13 14
15
16 17