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
UWS
451
Unique Wealth Strategies
Illinois
$370K -$315K -3,277 -45%
NF
452
Nikulski Financial
Iowa
$369K
BMCM
453
Bryn Mawr Capital Management
Pennsylvania
$367K
FCG
454
Fielder Capital Group
Tennessee
$366K -$240K -2,500 -39%
NW
455
NewEdge Wealth
Pennsylvania
$365K -$713K -7,412 -65%
PAS
456
Park Avenue Securities
New York
$365K +$154K +1,606 +69%
WA
457
Wealthstream Advisors
New York
$365K
MIA
458
MMBG Investment Advisors
Florida
$363K
AAM
459
Augustine Asset Management
Florida
$360K -$18.4K -191 -5%
TW
460
TritonPoint Wealth
Maryland
$360K
UWPG
461
Ullmann Wealth Partners Group
Florida
$355K +$673 +7 +0.2%
MGAM
462
McGowan Group Asset Management
Texas
$354K +$13.3K +138 +4%
CG
463
Clifford Group
Massachusetts
$354K
SC
464
Scotia Capital
Ontario, Canada
$350K
PFA
465
Pathway Financial Advisors
Vermont
$348K +$361K +3,758 New
ZB
466
Zions Bancorporation
Utah
$345K
CIC
467
Carnegie Investment Counsel
Ohio
$344K
LI
468
LRI Investments
Florida
$343K
RWP
469
Ridgecrest Wealth Partners
California
$343K
CT
470
Colonial Trust
South Carolina
$342K
KAM
471
Kraft Asset Management
Tennessee
$341K
LIM
472
Leavell Investment Management
Alabama
$339K -$4.91K -51 -1%
UAG
473
United Advisor Group
Ohio
$339K +$133K +1,378 +60%
Koshinski Asset Management
474
Koshinski Asset Management
Illinois
$333K -$60.2K -626 -15%
PCM
475
Parsons Capital Management
Rhode Island
$332K