We are live on ! Find out more
IUSV icon

iShares Core S&P US Value ETF
IUSV

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
401
Encompass Wealth Advisors
Oregon
$262K – – –
CWM
402
Congress Wealth Management
Massachusetts
$260K +$274K +3,489 New
KL
403
KWMG LLC
Kansas
$258K -$15.5K -197 -5%
PP
404
Patten & Patten
Tennessee
$257K – – –
AP
405
Appleton Partners
Massachusetts
$257K – – –
NGA
406
Naples Global Advisors
Florida
$255K +$2.43K +31 +0.9%
AWAP
407
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$252K – – –
SHFA
408
SC&H Financial Advisors
Maryland
$250K – – –
PCIA
409
Prime Capital Investment Advisors
Kansas
$249K -$15.8K -201 -6%
APW
410
Austin Private Wealth
Texas
$246K – – –
AIM
411
Anchor Investment Management
South Carolina
$245K – – –
CWM
412
Cornerstone Wealth Management
Missouri
$243K +$256K +3,257 New
CFD
413
Creative Financial Designs
Indiana
$242K +$103K +1,313 +68%
HWM
414
HB Wealth Management
Georgia
$242K +$9.34K +119 +4%
CIM
415
Confluence Investment Management
Missouri
$241K -$19.3K -246 -7%
RPCA
416
Running Point Capital Advisors
California
$241K +$253K +3,227 New
OWA
417
Octavia Wealth Advisors
Ohio
$236K – – –
BWM
418
Brickley Wealth Management
California
$235K – – –
NAS
419
Nicolet Advisory Services
Wisconsin
$233K +$1.49K +19 +0.6%
AAM
420
Augustine Asset Management
Florida
$233K -$4.47K -57 -2%
CS
421
Comerica Securities
Michigan
$229K +$28.9K +368 +14%
BSSFA
422
Baron Silver Stevens Financial Advisors
Florida
$228K -$25.7K -327 -10%
ADL
423
Asset Dedication LLC
California
$226K – – –
SCP
424
Syntal Capital Partners
Texas
$224K – – –
WAP
425
Wealthcare Advisory Partners
Pennsylvania
$222K -$183K -2,329 -44%
15 16
17
18 19