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
HWP
26
Hefty Wealth Partners
Indiana
$4.32M +$4.16M +88,003 New
BPB
27
Badgley, Phelps & Bell
Washington
$4.3M +$4.14M +87,618 New
CIM
28
Confluence Investment Management
Missouri
$3.98M +$3.83M +81,099 New
Natixis Advisors
29
Natixis Advisors
Massachusetts
$3.77M +$1.74M +36,720 +92%
AMG
30
Asset Management Group
Connecticut
$3.5M +$19K +403 +0.6%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$2.85M -$330K -6,978 -11%
Boston Partners
32
Boston Partners
Massachusetts
$2.72M +$316K +6,678 +14%
HCM
33
Howland Capital Management
Massachusetts
$2.66M
AG
34
Advisor Group
Arizona
$2.63M -$139K -2,934 -5%
SCM
35
Snow Capital Management
Pennsylvania
$2.49M +$2.4M +50,723 New
RJA
36
Raymond James & Associates
Florida
$2.38M +$1.23M +26,126 +118%
OLA
37
Oliver Luxxe Assets
New Jersey
$2.25M +$63K +1,333 +3%
MFS
38
MSI Financial Services
Massachusetts
$2.15M +$278K +5,882 +16%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$2.04M +$6.47K +137 +0.3%
FAAS
40
First Allied Advisory Services
California
$1.79M +$1.35M +28,631 +364%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$1.73M +$637K +13,472 +62%
HighTower Advisors
42
HighTower Advisors
Illinois
$1.69M -$81.6K -1,727 -5%
JMPWA
43
JP Morgan Private Wealth Advisors
California
$1.54M +$1.04M +22,056 +238%
RIA
44
Regal Investment Advisors
Michigan
$1.53M +$1.47M +31,157 New
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$1.37M -$385K -8,157 -23%
KM
46
Kalos Management
Georgia
$1.35M -$27.8K -589 -2%
BSWMG
47
Barrington Strategic Wealth Management Group
Illinois
$1.24M -$32.6K -690 -3%
SIAS
48
Shine Investment Advisory Services
Colorado
$1.24M +$1.19M +25,211 New
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$1.1M +$234K +4,954 +29%
NPC
50
National Planning Corporation
California
$1.04M +$126K +2,665 +15%