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
WCAMG
476
Woodard & Company Asset Management Group
North Carolina
$253K – – –
CWA Asset Management Group
477
CWA Asset Management Group
Florida
$249K -$54.7K -636 -19%
BFWA
478
Benchmark Financial Wealth Advisors
Florida
$249K -$122K -1,412 -34%
WCG
479
Weaver Consulting Group
California
$248K – – –
Pinnacle Associates
480
Pinnacle Associates
New York
$244K – – –
Klingman & Associates
481
Klingman & Associates
New York
$243K – – –
Capital Analysts LLC
482
Capital Analysts LLC
Pennsylvania
$242K +$106K +1,226 +85%
GWM
483
Greenhouse Wealth Management
Connecticut
$242K +$1.03K +12 +0.5%
HL
484
HeadInvest LLC
Maine
$242K – – –
NSCM
485
New South Capital Management
Tennessee
$241K +$230K +2,670 New
CFGS
486
Concourse Financial Group Securities
Alabama
$239K +$861 +10 +0.4%
GFWA
487
Grey Fox Wealth Advisors
Delaware
$239K -$20.9K -243 -8%
EWM
488
Elevatus Welath Management
New York
$237K +$172 +2 +0.1%
OIA
489
Optimum Investment Advisors
Illinois
$235K – – –
Brighton Jones LLC
490
Brighton Jones LLC
Washington
$234K +$223K +2,593 New
OA
491
Operose Advisors
Wisconsin
$227K +$10.3K +120 +5%
IFP Advisors
492
IFP Advisors
Florida
$224K +$72.6K +843 +52%
EAM
493
Evanson Asset Management
California
$223K +$1.03K +12 +0.5%
MWAM
494
Manhattan West Asset Management
California
$218K +$208K +2,411 New
PW
495
Peninsula Wealth
California
$218K +$207K +2,408 New
CA
496
CGN Advisors
Kansas
$217K +$207K +2,400 New
LWM
497
LongView Wealth Management
Georgia
$217K – – –
ML
498
McAdam LLC
Pennsylvania
$214K +$204K +2,366 New
HSWM
499
Hubbell Strickland Wealth Management
Louisiana
$214K +$204K +2,373 New
SWM
500
Silverlake Wealth Management
Vermont
$212K +$202K +2,345 New