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
JWCA
451
J.W. Cole Advisors
Florida
$372K -$206K -2,142 -35%
UWS
452
Unique Wealth Strategies
Illinois
$370K -$315K -3,277 -45%
NF
453
Nikulski Financial
Iowa
$369K – – –
BMCM
454
Bryn Mawr Capital Management
Pennsylvania
$367K – – –
FCG
455
Fielder Capital Group
Tennessee
$366K -$240K -2,500 -39%
NW
456
NewEdge Wealth
Pennsylvania
$365K -$713K -7,412 -65%
PAS
457
Park Avenue Securities
New York
$365K +$154K +1,606 +69%
WA
458
Wealthstream Advisors
New York
$365K – – –
MIA
459
MMBG Investment Advisors
Florida
$363K – – –
AAM
460
Augustine Asset Management
Florida
$360K -$18.4K -191 -5%
TW
461
TritonPoint Wealth
Maryland
$360K – – –
UWPG
462
Ullmann Wealth Partners Group
Florida
$355K +$673 +7 +0.2%
MGAM
463
McGowan Group Asset Management
Texas
$354K +$13.3K +138 +4%
CG
464
Clifford Group
Massachusetts
$354K – – –
SC
465
Scotia Capital
Ontario, Canada
$350K – – –
PFA
466
Pathway Financial Advisors
Vermont
$348K +$361K +3,758 New
ZB
467
Zions Bancorporation
Utah
$345K – – –
CIC
468
Carnegie Investment Counsel
Ohio
$344K – – –
LI
469
LRI Investments
Florida
$343K – – –
RWP
470
Ridgecrest Wealth Partners
California
$343K – – –
CT
471
Colonial Trust
South Carolina
$342K – – –
KAM
472
Kraft Asset Management
Tennessee
$341K – – –
LIM
473
Leavell Investment Management
Alabama
$339K -$4.91K -51 -1%
UAG
474
United Advisor Group
Ohio
$339K +$133K +1,378 +60%
Koshinski Asset Management
475
Koshinski Asset Management
Illinois
$333K -$60.2K -626 -15%