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
Envestnet Portfolio Solutions
326
Envestnet Portfolio Solutions
Illinois
$822K -$2.33M -25,301 -75%
D
327
Dentgroup
Louisiana
$814K +$192K +2,087 +32%
WHCFA
328
William Howard & Co Financial Advisors
Tennessee
$814K – – –
ICP
329
Interchange Capital Partners
Pennsylvania
$807K +$4.04K +44 +0.5%
ODIJL
330
One Day In July LLC
Vermont
$767K +$3.03K +33 +0.4%
VCA
331
Verdence Capital Advisors
Maryland
$756K -$6.07K -66 -0.8%
MWM
332
Mascoma Wealth Management
New Hampshire
$744K -$73.8K -803 -9%
WT
333
Whittier Trust
California
$703K – – –
UWS
334
Unique Wealth Strategies
Illinois
$695K -$10.5K -114 -2%
WC
335
Waterloo Capital
Texas
$685K +$19.6K +213 +3%
DJSG
336
D.J. St. Germain
Massachusetts
$683K – – –
FCM
337
Firestone Capital Management
Florida
$663K -$158K -1,723 -20%
NRI
338
NFP Retirement Inc
California
$642K -$72.3K -786 -10%
HPM
339
Hoxton Planning & Management
West Virginia
$641K -$12K -131 -2%
RW
340
Regimen Wealth
Georgia
$628K +$3.68K +40 +0.6%
GIA
341
Gladstone Institutional Advisory
Florida
$628K -$11.8K -128 -2%
MGIA
342
Moneta Group Investment Advisors
Missouri
$627K -$19.6K -213 -3%
SWM
343
SeaCrest Wealth Management
New York
$616K – – –
FCG
344
Fielder Capital Group
Tennessee
$616K +$220K +2,395 +59%
DADC
345
D.A. Davidson & Co
Montana
$611K -$4.6K -50 -0.8%
IC
346
IEQ Capital
California
$609K +$736 +8 +0.1%
MWM
347
Meridian Wealth Management
Kentucky
$608K +$586K +6,372 New
QCM
348
Quantinno Capital Management
New York
$604K – – –
PA
349
Parallel Advisors
California
$595K – – –
JWCA
350
J.W. Cole Advisors
Florida
$588K -$29.5K -321 -5%