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
CFA
251
Cahill Financial Advisors
Minnesota
$650K +$19.3K +257 +3%
PFA
252
Pure Financial Advisors
California
$648K -$2.4K -32 -0.4%
Lido Advisors
253
Lido Advisors
California
$635K -$7.87K -105 -1%
Northern Trust
254
Northern Trust
Illinois
$629K +$101K +1,354 +20%
FA
255
FDx Advisors
Illinois
$620K +$2.62K +35 +0.4%
ICP
256
Interchange Capital Partners
Pennsylvania
$619K +$2.55K +34 +0.4%
MMPW
257
Mitchell McLeod Pugh & Williams
Alabama
$581K
SFC
258
SYM Financial Corp
Indiana
$576K
EWM
259
Endowment Wealth Management
Wisconsin
$565K +$59.7K +796 +12%
WT
260
Whittier Trust
California
$559K
FF
261
FourThought Financial
Florida
$557K -$53.1K -709 -9%
WAP
262
Wealthcare Advisory Partners
Pennsylvania
$551K -$118K -1,574 -18%
EFS
263
Essex Financial Services
Connecticut
$546K +$79.7K +1,063 +17%
CIBC Asset Management
264
CIBC Asset Management
Ontario, Canada
$538K +$6K +80 +1%
GJIC
265
Gamble Jones Investment Counsel
California
$534K +$63.2K +843 +14%
UWPG
266
Ullmann Wealth Partners Group
Florida
$533K +$225 +3 +0%
KL
267
KWMG LLC
Kansas
$515K -$9.07K -121 -2%
APG
268
Abacus Planning Group
South Carolina
$511K
PFS
269
Prospera Financial Services
Texas
$510K -$62.4K -832 -11%
CPO
270
Cerity Partners OCIO
New York
$504K +$20.9K +279 +4%
LSPW
271
Lake Street Private Wealth
Illinois
$503K
MWM
272
Modera Wealth Management
New Jersey
$499K +$31.3K +417 +7%
Bessemer Group
273
Bessemer Group
New Jersey
$496K
AllianceBernstein
274
AllianceBernstein
Tennessee
$492K +$205K +2,737 +73%
BTWM
275
Baker Tilly Wealth Management
Wisconsin
$485K -$418K -5,578 -47%