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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
726
Rossby Financial
Florida
$4.01K – – –
MIM
727
MTM Investment Management
South Carolina
$4K – – –
HHGA
728
Halbert Hargrove Global Advisors
California
$3.7K +$3.6K +37 New
MAM
729
MMA Asset Management
Pennsylvania
$3.65K +$3.6K +37 New
RP
730
Rice Partnership
Hawaii
$3.5K +$3.41K +35 New
RIA
731
Realta Investment Advisors
Delaware
$3.4K -$17.4K -179 -84%
CPBTD
732
Central Pacific Bank - Trust Division
Hawaii
$3.1K – – –
WAM
733
WFA Asset Management
Wisconsin
$3.06K – – –
MCA
734
Midwest Capital Advisors
Michigan
$3.01K +$2.53K +26 +650%
VNA
735
Valley National Advisers
Pennsylvania
$3K – – –
ETC
736
Exchange Traded Concepts
Oklahoma
$2.9K -$34K -349 -92%
PMIM
737
Prudent Man Investment Management
Colorado
$2.87K – – –
TWM
738
Tripletail Wealth Management
Florida
$2.83K +$2.73K +28 New
BWM
739
Bernard Wealth Management
Michigan
$2.2K +$2.14K +22 New
WWA
740
Wealth Watch Advisors
Colorado
$2.2K +$2.14K +22 New
MMCM
741
Murphy & Mullick Capital Management
New York
$1.6K – – –
RFP
742
Root Financial Partners
California
$1.5K +$1.46K +15 New
LCM
743
Logan Capital Management
Pennsylvania
$1.3K – – –
CTC
744
Central Trust Company
Missouri
$1.1K – – –
CWM
745
Copia Wealth Management
Oregon
$700 – – –
PWAM
746
Private Wealth Asset Management
Iowa
$600 – – –
DAM
747
Delta Asset Management
Tennessee
$324 – – –
KG
748
Kilter Group
New York
$221 -$97 -1 -33%
DCM
749
Disciplina Capital Management
Tennessee
$167 – – –
FAIM
750
Financial Advocates Investment Management
Washington
– -$14M -148,062 Closed
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30
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