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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
776
Strategic Wealth Partners
Ohio
$3.99K – – –
HHGA
777
Halbert Hargrove Global Advisors
California
$3.78K – – –
LWMI
778
Legacy Wealth Management (Idaho)
Idaho
$3.58K +$2.73K +26 +289%
RIA
779
Realta Investment Advisors
Delaware
$3.48K -$18.8K -179 -84%
PMIM
780
Prudent Man Investment Management
Colorado
$3.18K – – –
CPBTD
781
Central Pacific Bank - Trust Division
Hawaii
$3.17K – – –
VNA
782
Valley National Advisers
Pennsylvania
$3K – – –
HPC
783
HM Payson & Co
Maine
$2.97K – – –
MWC
784
MBM Wealth Consultants
Missouri
$2.96K +$3.04K +29 New
HWP
785
Highline Wealth Partners
California
$2.86K – – –
MS
786
Monetary Solutions
Ohio
$2.35K – – –
BWM
787
Bernard Wealth Management
Michigan
$2.15K – – –
FC
788
Fairscale Capital
New Hampshire
$2.15K – – –
MMCM
789
Murphy & Mullick Capital Management
New York
$1.64K – – –
CWM
790
Copia Wealth Management
Oregon
$716 -$105 -1 -13%
MPCG
791
Matrix Private Capital Group
New York
$716 +$734 +7 New
RFA
792
Register Financial Advisors
Georgia
$716 +$734 +7 New
DAM
793
Delta Asset Management
Tennessee
$332 – – –
KG
794
Kilter Group
New York
$228 – – –
IA
795
IFG Advisory
Georgia
– -$9.18M -89,533 Closed
SCM
796
SOL Capital Management
Maryland
– -$3.78M -36,900 Closed
CRM
797
Cramer Rosenthal McGlynn
Connecticut
– -$3.41M -33,282 Closed
FTUS
798
Flow Traders U.S.
New York
– -$3.39M -33,081 Closed
CG
799
Castellan Group
Kentucky
– -$3.05M -29,740 Closed
EIP
800
Easterly Investment Partners
Massachusetts
– -$2.28M -22,245 Closed
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