We are live on ! Find out more
IUSV icon

iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
251
Cedar Brook Financial Partners
Ohio
$216K +$206K +3,421 New
MFG
252
Magnus Financial Group
New York
$216K +$207K +3,427 New
KCM
253
Kathmere Capital Management
Pennsylvania
$213K +$204K +3,377 New
Lido Advisors
254
Lido Advisors
California
$213K +$204K +3,386 New
SCP
255
Syntal Capital Partners
Texas
$212K +$203K +3,372 New
BA
256
Bristlecone Advisors
Washington
$208K +$199K +3,300 New
PA
257
Pinnacle Associates
New York
$205K +$196K +3,250 New
PWMAG
258
Pinnacle Wealth Management Advisory Group
New Jersey
$205K +$196K +3,250 New
Brown Advisory
259
Brown Advisory
Maryland
$204K +$196K +3,243 New
SWM
260
SeaCrest Wealth Management
New York
$201K +$192K +3,187 New
CAL
261
Capital Analysts LLC
Pennsylvania
$196K -$17.4K -288 -8%
SFC
262
SYM Financial Corp
Indiana
$180K
WCAMG
263
Woodard & Company Asset Management Group
North Carolina
$176K +$169K +2,800 New
TL
264
TrueWealth LLC
Georgia
$167K
SPIA
265
Steward Partners Investment Advisory
New York
$166K -$5.06K -84 -3%
OAM
266
Oppenheimer Asset Management
New York
$153K +$147K +2,431 New
CAAS
267
Capital Asset Advisory Services
Michigan
$141K +$134K +2,216 New
WHG
268
Westwood Holdings Group
Texas
$138K +$132K +2,184 New
FCA
269
FinTrust Capital Advisors
South Carolina
$137K -$565K -9,377 -81%
MCWS
270
McKinley Carter Wealth Services
West Virginia
$128K +$123K +2,037 New
MA
271
MCF Advisors
Kentucky
$127K
TI
272
tru Independence
Oregon
$117K +$153K +2,537 New
FFC
273
First Financial Corp
Indiana
$111K
FM
274
Family Management
New York
$103K +$16.1K +267 +20%
FP
275
Financial Perspectives
Minnesota
$87.5K +$83.7K +1,389 New