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
Bank Julius Baer & Co
326
Bank Julius Baer & Co
Switzerland
$116K -$525 -8 -0.5%
AWM
327
Avior Wealth Management
Nebraska
$111K -$1.97K -30 -2%
EW
328
Element Wealth
Mississippi
$111K +$38.4K +585 +57%
AFS
329
Annapolis Financial Services
Maryland
$105K – – –
CA
330
Clearstead Advisors
Ohio
$103K +$19.7K +300 +25%
FP
331
Financial Perspectives
Minnesota
$97.8K +$197 +3 +0.2%
LGWM
332
Litman Gregory Wealth Management
California
$94K – – –
ADL
333
Asset Dedication LLC
California
$89K – – –
FPW
334
Flagship Private Wealth
Massachusetts
$88.1K +$197 +3 +0.2%
MMG
335
Monetary Management Group
Missouri
$88K – – –
FHC
336
First Horizon Corporation
Tennessee
$85K – – –
IF
337
Ironwood Financial
Arizona
$71K – – –
RWB
338
RMR Wealth Builders
New Jersey
$68K +$64.7K +986 New
HFA
339
Hoover Financial Advisors
Pennsylvania
$66K -$1.84K -28 -3%
CIA
340
Cascade Investment Advisors
Oregon
$62K -$3.94K -60 -6%
AWA
341
Arkadios Wealth Advisors
Georgia
$57K +$8.27K +126 +18%
FFA
342
Founders Financial Alliance
North Carolina
$57K +$13.1K +200 +35%
TF
343
Tompkins Financial
New York
$54K – – –
TC
344
Truvestments Capital
Florida
$52K +$66 +1 +0.1%
Bank of Montreal
345
Bank of Montreal
Ontario, Canada
$52K +$49.2K +750 New
NFSG
346
Newbridge Financial Services Group
Florida
$50K -$18K -275 -27%
RFA
347
Reilly Financial Advisors
California
$49K – – –
SWP
348
ShoreHaven Wealth Partners
New Jersey
$44K +$197 +3 +0.5%
BBHC
349
Brown Brothers Harriman & Co
New York
$41K – – –
SMA
350
Sage Mountain Advisors
Georgia
$41K +$39.4K +601 New