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
CIA
401
Cascade Investment Advisors
Oregon
$60.2K – – –
OFG
402
Oxford Financial Group
Indiana
$60K – – –
TF
403
Tompkins Financial
New York
$53K -$72 -1 -0.1%
FFA
404
Founders Financial Alliance
North Carolina
$52K – – –
BMD
405
Better Money Decisions
New Mexico
$51K +$54.7K +761 New
TF
406
TimeScale Financial
Massachusetts
$51K +$54.8K +763 New
GWSG
407
GPS Wealth Strategies Group
Colorado
$46K +$2.23K +31 +5%
TC
408
Truvestments Capital
Florida
$45K +$48.5K +675 New
CIAS
409
Capital Investment Advisory Services
North Carolina
$42K +$25.6K +357 +133%
BBHC
410
Brown Brothers Harriman & Co
New York
$40K – – –
CI
411
CX Institutional
Indiana
$40K +$42.2K +587 New
WOSD
412
WFA of San Diego
California
$40K +$43.1K +600 New
SMA
413
Sage Mountain Advisors
Georgia
$37K – – –
DWP
414
Destiny Wealth Partners
Florida
$35K -$85K -1,183 -69%
KTC
415
Kistler-Tiffany Companies
Pennsylvania
$35K – – –
CWP
416
Concord Wealth Partners
Virginia
$34K -$3.66K -51 -9%
HI
417
Hudock Inc
Pennsylvania
$33K +$2.23K +31 +7%
CPFP
418
Clear Perspectives Financial Planning
Ohio
$32K – – –
CHA
419
Carmichael Hill & Associates
Maryland
$31K – – –
MFC
420
Mechanics Financial Corp
Ohio
$30K – – –
AssetMark Inc
421
AssetMark Inc
California
$29K -$1.62M -22,522 -98%
BWM
422
Baystate Wealth Management
Massachusetts
$27K -$234K -3,260 -89%
JPLA
423
Joseph P. Lucia & Associates
New York
$26K – – –
AFS
424
Annapolis Financial Services
Maryland
$25K – – –
BCWM
425
Bartlett & Co Wealth Management
Ohio
$24.4K – – –