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
WAP
426
Wealthcare Advisory Partners
Pennsylvania
$222K -$183K -2,329 -44%
HA
427
HFG Advisors
Ohio
$221K – – –
XF
428
XML Financial
Maryland
$219K -$4.63K -59 -2%
KWM
429
KFG Wealth Management
Indiana
$217K +$229K +2,913 New
BO
430
Bank OZK
Arkansas
$215K -$6.51K -83 -3%
CIA
431
Compass Ion Advisors
Pennsylvania
$215K +$226K +2,882 New
LFA
432
Lauterbach Financial Advisors
Texas
$214K -$5.42K -69 -2%
TC
433
TAP Consulting
Missouri
$210K +$2.43K +31 +1%
BWM
434
BNC Wealth Management
Oregon
$210K -$16K -204 -7%
JFG
435
JMG Financial Group
Illinois
$209K +$220K +2,805 New
WCAMG
436
Woodard & Company Asset Management Group
North Carolina
$209K – – –
Chevy Chase Trust
437
Chevy Chase Trust
Maryland
$209K +$219K +2,796 New
NW
438
NewEdge Wealth
Pennsylvania
$208K +$11.8K +150 +6%
TSS
439
Two Sigma Securities
New York
$206K -$225K -2,870 -51%
WCG
440
Weaver Consulting Group
California
$205K – – –
FIA
441
Foundations Investment Advisors
Arizona
$203K -$245K -3,119 -53%
MHIC
442
Marble Harbor Investment Counsel
Massachusetts
$202K +$213K +2,713 New
PA
443
Pinnacle Associates
New York
$201K – – –
KA
444
Klingman & Associates
New York
$201K – – –
Bank of Montreal
445
Bank of Montreal
Ontario, Canada
$200K -$515K -6,558 -72%
CFGS
446
Concourse Financial Group Securities
Alabama
$199K -$43.2K -550 -17%
OIA
447
Optimum Investment Advisors
Illinois
$194K – – –
HL
448
HeadInvest LLC
Maine
$193K – – –
National Bank of Canada
449
National Bank of Canada
Quebec, Canada
$182K -$38.1K -485 -16%
OA
450
Operose Advisors
Wisconsin
$178K – – –