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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
376
Clifford Group
Massachusetts
$300K -$5.96K -81 -2%
BFC
377
Bedel Financial Consulting
Indiana
$296K – – –
CRI
378
Colonial River Investments
Virginia
$295K -$21.1K -287 -7%
MWM
379
Mission Wealth Management
California
$294K -$1.84K -25 -0.6%
DADC
380
D.A. Davidson & Co
Montana
$293K – – –
MIA
381
MMBG Investment Advisors
Florida
$289K – – –
SSWM
382
Sheets Smith Wealth Management
North Carolina
$289K +$368 +5 +0.1%
SC
383
Scotia Capital
Ontario, Canada
$283K -$1.84K -25 -0.6%
PCM
384
Parsons Capital Management
Rhode Island
$278K +$277K +3,768 New
JWCA
385
J.W. Cole Advisors
Florida
$277K -$24.3K -330 -8%
MIAS
386
Mason Investment Advisory Services
Virginia
$275K -$16.1K -218 -6%
PFGIA
387
Patriot Financial Group Insurance Agency
Massachusetts
$273K – – –
RWP
388
Ridgecrest Wealth Partners
California
$273K – – –
MOS
389
MGO One Seven
Ohio
$272K +$15.8K +215 +6%
CT
390
Colonial Trust
South Carolina
$272K +$272K +3,689 New
FRA
391
Front Row Advisors
California
$271K – – –
SWM
392
SFG Wealth Management
Maryland
$271K -$9.72K -132 -3%
KAM
393
Kraft Asset Management
Tennessee
$269K – – –
BEI
394
Benjamin Edwards Inc
Missouri
$267K -$35.2K -478 -12%
BFG
395
Bleakley Financial Group
New Jersey
$267K -$32K -434 -11%
SS
396
Simplicity Solutions
Minnesota
$267K +$266K +3,612 New
MGAM
397
McGowan Group Asset Management
Texas
$264K +$1.33K +18 +0.5%
SCI
398
Stableford Capital II
Arizona
$263K +$274K +3,725 New
TI
399
Trexquant Investment
Connecticut
$263K +$262K +3,562 New
SHFA
400
SC&H Financial Advisors
Maryland
$261K +$261K +3,542 New
14 15
16
17 18