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
MWM
401
Meridian Wealth Management
Kentucky
$615K -$13.1K -121 -2%
PIN
402
Prudent Investors Network
California
$614K
HGA
403
Hobbs Group Advisors
South Carolina
$604K +$108 +1 +0%
CFGA
404
Cambridge Financial Group (Arizona)
Arizona
$603K -$121K -1,114 -17%
PPW
405
Presilium Private Wealth
Pennsylvania
$601K +$14.6K +135 +3%
Vanguard Advisers Inc
406
Vanguard Advisers Inc
Pennsylvania
$599K +$72.5K +670 +14%
WC
407
Waterloo Capital
Texas
$597K -$223K -2,063 -28%
MCM
408
MAI Capital Management
Ohio
$595K -$42.5K -393 -7%
BFA
409
Beaumont Financial Advisors
Massachusetts
$593K
KF
410
Ketron Financial
California
$591K -$39K -360 -6%
AC
411
AWM Capital
Arizona
$590K +$27.5K +254 +5%
ZS
412
Zenith Solutions
Pennsylvania
$587K +$577K +5,330 New
AWM
413
AE Wealth Management
Kansas
$584K +$107K +992 +23%
FAM
414
Forte Asset Management
New York
$582K
CWP
415
Cyndeo Wealth Partners
Florida
$576K +$649 +6 +0.1%
LSIA
416
LaSalle St. Investment Advisors
Illinois
$576K +$1.19K +11 +0.2%
GS
417
GWN Securities
Florida
$573K +$6.82K +63 +1%
PPWP
418
Premier Path Wealth Partners
New Jersey
$572K
IP
419
Indivisible Partners
Florida
$570K +$101K +936 +22%
SM
420
Sweeney & Michel
California
$568K +$1.08K +10 +0.2%
PCH
421
PGIM Custom Harvest
New Jersey
$568K +$159K +1,469 +40%
RMS
422
Retirement Management Systems
Maryland
$567K -$63.4K -586 -10%
BCM
423
BTC Capital Management
Iowa
$566K
IIM
424
Invariant Investment Management
Pennsylvania
$563K +$78K +721 +17%
UAG
425
United Advisor Group
Ohio
$563K +$128K +1,185 +30%