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
AP
301
Appleton Partners
Massachusetts
$255K – – –
NGA
302
Naples Global Advisors
Florida
$252K -$16K -220 -6%
MGAM
303
McGowan Group Asset Management
Texas
$245K +$1.52K +21 +0.6%
AllianceBernstein
304
AllianceBernstein
Tennessee
$244K +$250K +3,442 New
VAM
305
Verity Asset Management
North Carolina
$243K -$260K -3,581 -51%
PFA
306
Pinnacle Family Advisors
Missouri
$241K +$73 +1 +0%
KW
307
KWB Wealth
California
$230K +$13.1K +180 +6%
PA
308
Pinnacle Associates
New York
$228K +$4.87K +67 +2%
NAS
309
Nicolet Advisory Services
Wisconsin
$224K – – –
SC
310
Savant Capital
Illinois
$219K +$508 +7 +0.2%
CF
311
Centaurus Financial
California
$217K +$222K +3,062 New
PIA
312
Perennial Investment Advisors
California
$216K +$221K +3,043 New
MA
313
Mutual Advisors
Nebraska
$215K -$4.71M -64,827 -96%
MWM
314
Mission Wealth Management
California
$215K -$24.5K -338 -10%
HWMA
315
Heritage Wealth Management (Arizona)
Arizona
$214K -$48.1K -663 -18%
OIA
316
Optimum Investment Advisors
Illinois
$213K – – –
KF
317
Krilogy Financial
Missouri
$208K – – –
FHB
318
First Hawaiian Bank
Hawaii
$207K – – –
WCG
319
Weaver Consulting Group
California
$206K – – –
DLCIG
320
D.L. Carlson Investment Group
New Hampshire
$203K -$6.54K -90 -3%
IA
321
IFG Advisory
Georgia
$203K +$209K +2,872 New
DIA
322
Dean Investment Associates
Ohio
$202K +$207K +2,851 New
CYG
323
Clean Yield Group
Vermont
$198K – – –
WCAMG
324
Woodard & Company Asset Management Group
North Carolina
$198K – – –
AIA
325
Angeles Investment Advisors
California
$189K +$194K +2,672 New