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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOH
201
First National Bank of Hutchinson
Kansas
$979K +$91K +1,227 +11%
BL
202
Balentine LLC
Georgia
$960K +$98.3K +1,326 +12%
SPIA
203
Steward Partners Investment Advisory
New York
$933K +$346K +4,667 +62%
WA
204
Wealth Alliance
New York
$930K -$35.5K -478 -4%
PA
205
PFG Advisors
Arizona
$927K -$1.63K -22 -0.2%
MWM
206
Mascoma Wealth Management
New Hampshire
$924K -$12.2K -165 -1%
BTWM
207
Baker Tilly Wealth Management
Wisconsin
$914K +$115K +1,548 +15%
WPC
208
White Pine Capital
Minnesota
$906K +$8.9K +120 +1%
N
209
Natixis
France
$890K – – –
CAG
210
Csenge Advisory Group
Florida
$885K -$44K -593 -5%
FA
211
Flagstar Advisors
New York
$884K -$103K -1,384 -11%
MGIA
212
Moneta Group Investment Advisors
Missouri
$881K +$395K +5,332 +86%
KPCM
213
Kings Point Capital Management
New York
$880K – – –
ATC
214
Argent Trust Co
Tennessee
$872K +$76.6K +1,033 +10%
SW
215
SVB Wealth
Massachusetts
$871K +$393K +5,296 +87%
RRA
216
Round Rock Advisors
Connecticut
$852K +$827K +11,156 New
CAM
217
Cozad Asset Management
Illinois
$845K +$348K +4,690 +74%
MCM
218
MAI Capital Management
Ohio
$845K +$515K +6,948 +169%
FHA
219
Flagship Harbor Advisors
Massachusetts
$838K -$28.7K -387 -3%
MIAN
220
Mariner Independent Advisor Network
Kansas
$832K -$356K -4,794 -31%
BFG
221
Barber Financial Group
Kansas
$831K +$323K +4,349 +66%
IFG
222
Investors Financial Group
Minnesota
$829K +$85K +1,146 +12%
TC
223
Telemus Capital
Michigan
$826K -$35.2K -475 -4%
ASBI
224
American State Bank (Iowa)
Iowa
$817K +$46.7K +629 +6%
DCM
225
Disciplina Capital Management
Tennessee
$814K -$5.77M -77,809 -88%
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9
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