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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
151
Argent Trust Co
Tennessee
$510K – – –
HNB
152
Huntington National Bank
Ohio
$510K – – –
WS
153
Wedbush Securities
California
$492K +$29K +545 +6%
CFA
154
Carroll Financial Associates
North Carolina
$488K +$6.27K +118 +1%
CSIA
155
Charles Schwab Investment Advisory
California
$488K +$528K +9,928 New
FAIM
156
Financial Advocates Investment Management
Washington
$480K -$1.08M -20,259 -67%
CPO
157
Cerity Partners OCIO
New York
$464K +$5.16K +97 +1%
LP
158
LGL Partners
Pennsylvania
$426K -$313K -5,884 -40%
HCA
159
Heck Capital Advisors
Wisconsin
$412K -$25.4K -478 -5%
AIM
160
Advantage Investment Management
Iowa
$402K -$203K -3,817 -32%
SWM
161
Sequoia Wealth Management
Illinois
$400K -$140K -2,640 -24%
CAC
162
Certified Advisory Corp
Florida
$396K +$851 +16 +0.2%
SB
163
Suntrust Banks
Georgia
$380K +$372 +7 +0.1%
PPW
164
Pasadena Private Wealth
California
$371K +$402K +7,566 New
RG
165
Rikoon Group
New Mexico
$368K +$37.2K +700 +10%
PWAP
166
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$368K +$80.8K +1,520 +25%
SCM
167
SOL Capital Management
Maryland
$365K – – –
APG
168
Abacus Planning Group
South Carolina
$347K – – –
CCMD
169
Cypress Capital Management (Delaware)
Delaware
$347K – – –
NPF
170
Norris Perne & French
Michigan
$342K – – –
OIA
171
Optimum Investment Advisors
Illinois
$339K – – –
NCM
172
Next Capital Management
New York
$338K +$366K +6,891 New
SFA
173
Sequoia Financial Advisors
Ohio
$329K +$356K +6,698 New
KA
174
Kovack Advisors
Florida
$323K +$40.7K +765 +13%
EAM
175
Evanson Asset Management
California
$312K +$3.4K +64 +1%
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