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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
WS
201
Wedbush Securities
California
$285K -$50.2K -918 -15%
GJIC
202
Gamble Jones Investment Counsel
California
$283K -$15.5K -283 -5%
BCM
203
BTC Capital Management
Iowa
$279K – – –
SCM
204
SOL Capital Management
Maryland
$279K – – –
EIP
205
Ellis Investment Partners
Pennsylvania
$278K +$4.04K +74 +1%
CWC
206
Carolinas Wealth Consulting
North Carolina
$275K -$98.4K -1,800 -26%
DJSG
207
D.J. St. Germain
Massachusetts
$274K – – –
BEI
208
Benjamin Edwards Inc
Missouri
$274K +$35.2K +644 +15%
IA
209
IFP Advisors
Florida
$272K -$116K -2,114 -30%
NGA
210
Naples Global Advisors
Florida
$270K +$11.5K +210 +4%
GP
211
Geneva Partners
Wisconsin
$256K -$336K -6,142 -57%
V
212
Veritable
Delaware
$248K -$226K -4,127 -47%
MAFM
213
Mid Atlantic Financial Management
Pennsylvania
$247K -$37.3K -682 -14%
PWM
214
PBMares Wealth Management
Virginia
$247K +$249K +4,554 New
FDCDDQ
215
Federation des caisses Desjardins du Quebec
Quebec, Canada
$246K -$70.2K -1,285 -22%
SF
216
Symphony Financial
Texas
$245K +$247K +4,514 New
VCA
217
Verdence Capital Advisors
Maryland
$244K -$51.2K -937 -17%
WCM
218
Windham Capital Management
Massachusetts
$244K – – –
IFG
219
Independent Financial Group
California
$243K -$10.9K -200 -4%
PP
220
Patten & Patten
Tennessee
$241K – – –
CAM
221
Cresset Asset Management
Illinois
$241K +$243K +4,449 New
SWA
222
Stratos Wealth Advisors
Ohio
$234K +$219 +4 +0.1%
SC
223
Savant Capital
Illinois
$234K +$984 +18 +0.4%
GIA
224
Gladstone Institutional Advisory
Florida
$229K -$7.82K -143 -3%
FRA
225
Front Row Advisors
California
$224K – – –
7 8
9
10 11