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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
401
CPA Asset Management
Florida
$280K -$237K -3,168 -47%
PCIA
402
Prime Capital Investment Advisors
Kansas
$277K +$19.7K +264 +8%
SAM
403
SP Asset Management
California
$277K +$896 +12 +0.3%
PFGIA
404
Patriot Financial Group Insurance Agency
Massachusetts
$276K -$12.9K -173 -5%
RJT
405
Raymond James Trust
Florida
$276K – – –
EWA
406
Encompass Wealth Advisors
Oregon
$275K – – –
IIC
407
Integrated Investment Consultants
Michigan
$274K – – –
CFG
408
Citizens Financial Group
Rhode Island
$274K – – –
CIM
409
Confluence Investment Management
Missouri
$272K +$260K +3,477 New
AP
410
Appleton Partners
Massachusetts
$270K – – –
PP
411
Patten & Patten
Tennessee
$270K – – –
BSSFA
412
Baron Silver Stevens Financial Advisors
Florida
$265K – – –
AWAP
413
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$264K +$224 +3 +0.1%
NGA
414
Naples Global Advisors
Florida
$264K – – –
SHFA
415
SC&H Financial Advisors
Maryland
$262K -$14.6K -195 -6%
APW
416
Austin Private Wealth
Texas
$258K – – –
DCM
417
DGS Capital Management
New Jersey
$257K +$245K +3,280 New
AIM
418
Anchor Investment Management
South Carolina
$257K – – –
CFGS
419
Concourse Financial Group Securities
Alabama
$250K -$364K -4,878 -60%
AAM
420
Augustine Asset Management
Florida
$249K +$15K +201 +7%
BWM
421
Brickley Wealth Management
California
$246K – – –
OWA
422
Octavia Wealth Advisors
Ohio
$246K +$2.09K +28 +0.9%
NAS
423
Nicolet Advisory Services
Wisconsin
$245K – – –
HWM
424
HB Wealth Management
Georgia
$244K – – –
YIH
425
Y-Intercept (HK)
Hong Kong
$241K +$230K +3,074 New
15 16
17
18 19