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
IIM
426
Invariant Investment Management
Pennsylvania
$563K +$78K +721 +17%
UAG
427
United Advisor Group
Ohio
$563K +$128K +1,185 +30%
UWS
428
Unique Wealth Strategies
Illinois
$556K -$5.84K -54 -1%
MCM
429
Monument Capital Management
Virginia
$555K +$545K +5,036 New
AssetMark Inc
430
AssetMark Inc
California
$546K +$229K +2,116 +74%
BCM
431
Becker Capital Management
Oregon
$545K -$7.03K -65 -1%
SFC
432
SYM Financial Corp
Indiana
$536K – – –
WTC
433
WhitTier Trust Company
Nevada
$532K – – –
MWM
434
Mascoma Wealth Management
New Hampshire
$530K +$18.3K +169 +4%
CFM
435
Compass Financial Management
Florida
$525K +$499K +4,615 New
BFS
436
Bradley Foster & Sargent
Connecticut
$521K – – –
CVA
437
Central Valley Advisors
California
$517K +$433 +4 +0.1%
BH
438
Burk Holdings
Oklahoma
$509K -$1.62K -15 -0.3%
CL
439
CIM LLC
New York
$507K +$1.62K +15 +0.3%
PA
440
Parallel Advisors
California
$507K – – –
CCM
441
Cutler Capital Management
Massachusetts
$501K – – –
IAG
442
Investment Advisory Group
Massachusetts
$501K +$17.2K +159 +4%
RFN
443
Redwood Financial Network
Ohio
$500K +$87.6K +810 +22%
CIA
444
Choate Investment Advisors
Massachusetts
$496K – – –
FFP
445
FourThought Financial Partners
Florida
$494K -$6.06K -56 -1%
YIH
446
Y-Intercept (HK)
Hong Kong
$491K +$482K +4,456 New
BFWM
447
Bright Futures Wealth Management
New York
$490K -$121K -1,115 -20%
VCA
448
Verdence Capital Advisors
Maryland
$488K -$355K -3,285 -43%
NG
449
Norden Group
Utah
$487K – – –
KWA
450
Kingswood Wealth Advisors
California
$483K +$8.12K +75 +2%