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
BWM
276
Brickley Wealth Management
California
$1.01M +$692K +8,880 +283%
CL
277
Choreo LLC
Illinois
$1.01M +$562K +7,215 +152%
KIA
278
KCM Investment Advisors
California
$1.01M – – –
CB
279
Commerce Bank
Missouri
$1M – – –
WA
280
Waverly Advisors
Alabama
$975K – – –
NFG
281
Nations Financial Group
Iowa
$974K -$23K -295 -2%
SFS
282
Strategic Financial Services
New York
$948K -$135K -1,735 -13%
WG
283
Watchman Group
Texas
$944K -$1.05M -13,423 -55%
EFS
284
Essex Financial Services
Connecticut
$939K +$1.56K +20 +0.2%
ATC
285
Argent Trust Co
Tennessee
$936K – – –
CAM
286
Cozad Asset Management
Illinois
$933K – – –
RRA
287
Round Rock Advisors
Connecticut
$904K – – –
JWA
288
JFS Wealth Advisors
Pennsylvania
$883K – – –
WPC
289
White Pine Capital
Minnesota
$865K -$276K -3,550 -26%
Envestnet Portfolio Solutions
290
Envestnet Portfolio Solutions
Illinois
$864K +$106K +1,355 +15%
OCPWS
291
One Charles Private Wealth Services
Massachusetts
$855K +$790K +10,140 New
CCM
292
Coldstream Capital Management
Washington
$853K – – –
HNB
293
Huntington National Bank
Ohio
$850K -$35.2K -452 -4%
DI
294
DFPG Investments
Utah
$842K +$780K +10,016 New
SCM
295
Seascape Capital Management
New Hampshire
$841K – – –
IA
296
IFG Advisory
Georgia
$836K +$292K +3,754 +61%
NCM
297
Next Capital Management
New York
$822K +$759K +9,747 New
VFIC
298
Valley Forge Investment Consultants
Pennsylvania
$814K -$1.87M -23,980 -71%
Pathstone Holdings
299
Pathstone Holdings
New Jersey
$805K +$743K +9,541 New
AEPWM
300
Atlantic Edge Private Wealth Management
Florida
$798K +$737K +9,461 New