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iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.45B +$165M +2,945,466 +13%
LPL Financial
2
LPL Financial
California
$500M +$31.9M +571,495 +7%
BL
3
Balentine LLC
Georgia
$202M +$201M +3,588,401 New
PPA
4
Parametric Portfolio Associates
Washington
$135M +$134M +2,394,547 New
Jones Financial Companies
5
Jones Financial Companies
Missouri
$100M -$3.35M -59,977 -3%
BlackRock
6
BlackRock
New York
$82.9M +$80.5M +1,440,059 +4,818%
AC
7
Alleghany Corporation
New York
$82.7M – – –
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$71.1M +$5.52M +98,746 +8%
USAA
9
United Services Automobile Association
Texas
$63.7M +$4.7M +84,056 +8%
Morgan Stanley
10
Morgan Stanley
New York
$59.8M +$9.42M +168,515 +19%
AL
11
Aspiriant LLC
California
$51.1M -$2.4M -42,863 -5%
UBS Group
12
UBS Group
Switzerland
$50.7M +$9.83M +175,819 +24%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$46.8M +$3.57M +63,937 +8%
TFF
14
The Family Firm
Maryland
$43.9M -$512K -9,165 -3%
Goldman Sachs
15
Goldman Sachs
New York
$38.6M +$25M +446,499 +187%
Ameriprise
16
Ameriprise
Minnesota
$36.3M -$1.66M -29,782 -9%
AWE
17
Avidian Wealth Enterprises
Texas
$23.9M -$13.3K -238 -0.1%
PAG
18
Private Advisor Group
New Jersey
$23.6M +$4.96M +88,840 +27%
William Blair & Company
19
William Blair & Company
Illinois
$22M +$985K +17,633 +5%
HighTower Advisors
20
HighTower Advisors
Illinois
$20.7M +$892K +15,963 +5%
Wells Fargo
21
Wells Fargo
California
$20.1M +$2.9M +51,868 +17%
SGAM
22
Steinberg Global Asset Management
Florida
$19.6M +$1.03M +18,472 +6%
MIM
23
Miller Investment Management
Pennsylvania
$16.3M -$290K -5,183 -2%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$15M +$1.53M +27,413 +11%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$14.2M +$259K +4,643 +2%
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