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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
451
Ritholtz Wealth Management
New York
$376K +$359K +3,975 New
BMCM
452
Bryn Mawr Capital Management
Pennsylvania
$375K -$271 -3 -0.1%
WA
453
Wealthstream Advisors
New York
$373K – – –
GAA
454
Global Assets Advisory
Florida
$372K +$351K +3,888 New
MIA
455
MMBG Investment Advisors
Florida
$371K – – –
AWA
456
Arkadios Wealth Advisors
Georgia
$369K +$6.86K +76 +2%
FCG
457
Fielder Capital Group
Tennessee
$369K -$4.78K -53 -1%
TW
458
TritonPoint Wealth
Maryland
$368K – – –
MGAM
459
McGowan Group Asset Management
Texas
$365K +$1.63K +18 +0.5%
PRP
460
Peak Retirement Planning
Ohio
$362K +$1.63K +18 +0.5%
BOM
461
Bank of Marin
California
$361K – – –
CG
462
Clifford Group
Massachusetts
$361K – – –
UAG
463
United Advisor Group
Ohio
$359K +$2.08K +23 +0.6%
SG
464
StoneX Group
New York
$359K +$2.53K +28 +0.7%
WA
465
Wealth Alliance
New York
$359K +$75K +831 +28%
SC
466
Scotia Capital
Ontario, Canada
$358K – – –
FA
467
FF Advisors
California
$357K – – –
WP
468
Wealthspan Partners
Iowa
$353K -$45.1K -500 -12%
LFA
469
Lauterbach Financial Advisors
Texas
$353K +$100K +1,110 +42%
ZBNA
470
Zions Bancorporation, National Association
Utah
$353K – – –
LI
471
LRI Investments
Florida
$350K – – –
CT
472
Colonial Trust
South Carolina
$349K – – –
RA
473
RFG Advisory
Alabama
$346K +$26.4K +292 +9%
KAM
474
Kraft Asset Management
Tennessee
$345K – – –
ISFAN
475
Investor's Fiduciary Advisor Network
Washington
$343K -$55.7K -617 -15%
17 18
19
20 21