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
TAM
401
Tucker Asset Management
Colorado
$1.72K – – –
FP
402
Fiduciary Planning
Florida
$1K +$66 +1 +8%
BMD
403
Better Money Decisions
New Mexico
$1K +$919 +14 New
CIM
404
Confluence Investment Management
Missouri
– -$20.7M -333,591 Closed
USAA
405
United Services Automobile Association
Texas
– -$8.16M -132,730 Closed
SS
406
Simplicity Solutions
Minnesota
– -$6.29M -101,069 Closed
DIA
407
Dean Investment Associates
Ohio
– -$2.01M -32,295 Closed
GLA
408
Good Life Advisors
Pennsylvania
– -$1.9M -30,531 Closed
RIA
409
Regal Investment Advisors
Michigan
– -$1.63M -26,125 Closed
SCM
410
Snow Capital Management
Pennsylvania
– -$1.27M -20,469 Closed
M&T Bank
411
M&T Bank
New York
– -$953K -15,336 Closed
MCA
412
Magnolia Capital Advisors
Mississippi
– -$927K -14,899 Closed
ClearBridge Investments
413
ClearBridge Investments
New York
– -$653K -10,500 Closed
SCP
414
Syntal Capital Partners
Texas
– -$608K -9,791 Closed
Renaissance Technologies
415
Renaissance Technologies
New York
– -$410K -6,600 Closed
Nuveen
416
Nuveen
North Carolina
– -$392K -6,302 Closed
HA
417
Heartland Advisors
Wisconsin
– -$347K -5,577 Closed
OAM
418
Oppenheimer Asset Management
New York
– -$302K -4,861 Closed
PFWA
419
Paces Ferry Wealth Advisors
Georgia
– -$268K -4,305 Closed
EWA
420
Encompass Wealth Advisors
Oregon
– -$243K -3,909 Closed
CFA
421
CWS Financial Advisors
Michigan
– -$220K -3,538 Closed
CYG
422
Clean Yield Group
Vermont
– -$174K -2,794 Closed
GWM
423
Greenhouse Wealth Management
Connecticut
– -$156K -2,501 Closed
PMFA
424
Plante Moran Financial Advisors
Michigan
– -$125K -2,005 Closed
PWM
425
Perigon Wealth Management
California
– -$66K -1,057 Closed