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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
WHCFA
351
William Howard & Co Financial Advisors
Tennessee
$824K – – –
IC
352
IEQ Capital
California
$813K -$31.6K -301 -4%
VCA
353
Verdence Capital Advisors
Maryland
$789K +$14.3K +136 +2%
TWA
354
Talisman Wealth Advisors
New Jersey
$788K -$152K -1,445 -16%
ICP
355
Interchange Capital Partners
Pennsylvania
$779K -$11.6K -111 -1%
WT
356
Whittier Trust
California
$773K – – –
IWB
357
Innovative Wealth Building
Maryland
$770K +$9.75K +93 +1%
OCPWS
358
One Charles Private Wealth Services
Massachusetts
$770K -$217K -2,066 -22%
WC
359
Waterloo Capital
Texas
$766K +$87.4K +833 +13%
GIA
360
Gladstone Institutional Advisory
Florida
$765K -$149K -1,420 -16%
BM
361
Berman McAleer
Maryland
$756K +$8.49K +81 +1%
PCIA
362
Prime Capital Investment Advisors
Kansas
$751K +$209K +1,990 +37%
HPM
363
Hoxton Planning & Management
West Virginia
$751K +$17.8K +170 +2%
ESB
364
Essex Savings Bank
Connecticut
$745K +$154K +1,465 +25%
DADC
365
D.A. Davidson & Co
Montana
$743K +$8.6K +82 +1%
TSS
366
Two Sigma Securities
New York
$740K +$440K +4,200 +138%
CL
367
Choreo LLC
Illinois
$734K – – –
S
368
Sachetta
Massachusetts
$732K +$41K +391 +6%
DCM
369
DGS Capital Management
New Jersey
$715K +$10.6K +101 +1%
FCM
370
Firestone Capital Management
Florida
$710K – – –
BWMG
371
Barnes Wealth Management Group
California
$709K +$44K +420 +6%
GWP
372
Gateway Wealth Partners
Wisconsin
$708K +$726K +6,921 New
TCIIS
373
TIAA-CREF Individual & Institutional Services
New York
$703K +$721K +6,873 New
FTS
374
Fifth Third Securities
Ohio
$699K +$86K +820 +14%
DJSG
375
D.J. St. Germain
Massachusetts
$696K – – –
13 14
15
16 17