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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
401
Raymond James Trust
Florida
$261K -$263K -3,573 -50%
SAM
402
SP Asset Management
California
$260K +$259K +3,523 New
EWA
403
Encompass Wealth Advisors
Oregon
$259K – – –
IIC
404
Integrated Investment Consultants
Michigan
$258K – – –
CFG
405
Citizens Financial Group
Rhode Island
$258K – – –
PP
406
Patten & Patten
Tennessee
$254K -$18.4K -250 -7%
AP
407
Appleton Partners
Massachusetts
$254K – – –
BSSFA
408
Baron Silver Stevens Financial Advisors
Florida
$250K – – –
NGA
409
Naples Global Advisors
Florida
$249K -$12.9K -175 -5%
AWAP
410
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$249K -$10.4K -141 -4%
APW
411
Austin Private Wealth
Texas
$243K – – –
AIM
412
Anchor Investment Management
South Carolina
$242K – – –
PCIA
413
Prime Capital Investment Advisors
Kansas
$242K -$34K -462 -12%
CAL
414
Capital Analysts LLC
Pennsylvania
$236K -$3.17M -43,110 -93%
BWM
415
Brickley Wealth Management
California
$232K – – –
NAS
416
Nicolet Advisory Services
Wisconsin
$231K – – –
HWM
417
HB Wealth Management
Georgia
$230K +$230K +3,118 New
OWA
418
Octavia Wealth Advisors
Ohio
$230K – – –
SCP
419
Syntal Capital Partners
Texas
$227K – – –
BO
420
Bank OZK
Arkansas
$227K +$13.8K +188 +7%
KF
421
Krilogy Financial
Missouri
$226K -$2.21K -30 -1%
LFA
422
Lauterbach Financial Advisors
Texas
$226K -$1.18K -16 -0.5%
ADL
423
Asset Dedication LLC
California
$223K +$1.77K +24 +0.8%
BWM
424
BNC Wealth Management
Oregon
$223K +$147 +2 +0.1%
OIA
425
Optimum Investment Advisors
Illinois
$221K – – –
15 16
17
18 19