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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
SHFA
401
SC&H Financial Advisors
Maryland
$261K +$261K +3,542 New
RJT
402
Raymond James Trust
Florida
$261K -$263K -3,573 -50%
SAM
403
SP Asset Management
California
$260K +$259K +3,523 New
EWA
404
Encompass Wealth Advisors
Oregon
$259K – – –
IIC
405
Integrated Investment Consultants
Michigan
$258K – – –
CFG
406
Citizens Financial Group
Rhode Island
$258K – – –
PP
407
Patten & Patten
Tennessee
$254K -$18.4K -250 -7%
AP
408
Appleton Partners
Massachusetts
$254K – – –
BSSFA
409
Baron Silver Stevens Financial Advisors
Florida
$250K – – –
NGA
410
Naples Global Advisors
Florida
$249K -$12.9K -175 -5%
AWAP
411
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$249K -$10.4K -141 -4%
APW
412
Austin Private Wealth
Texas
$243K – – –
AIM
413
Anchor Investment Management
South Carolina
$242K – – –
PCIA
414
Prime Capital Investment Advisors
Kansas
$242K -$34K -462 -12%
CAL
415
Capital Analysts LLC
Pennsylvania
$236K -$3.17M -43,110 -93%
BWM
416
Brickley Wealth Management
California
$232K – – –
NAS
417
Nicolet Advisory Services
Wisconsin
$231K – – –
HWM
418
HB Wealth Management
Georgia
$230K +$230K +3,118 New
OWA
419
Octavia Wealth Advisors
Ohio
$230K – – –
SCP
420
Syntal Capital Partners
Texas
$227K – – –
BO
421
Bank OZK
Arkansas
$227K +$13.8K +188 +7%
KF
422
Krilogy Financial
Missouri
$226K -$2.21K -30 -1%
LFA
423
Lauterbach Financial Advisors
Texas
$226K -$1.18K -16 -0.5%
ADL
424
Asset Dedication LLC
California
$223K +$1.77K +24 +0.8%
BWM
425
BNC Wealth Management
Oregon
$223K +$147 +2 +0.1%
15 16
17
18 19