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
CAM
501
CPA Asset Management
Florida
$301K – – –
NF
502
Nikulski Financial
Iowa
$299K -$36.1K -400 -11%
RWP
503
Ridgecrest Wealth Partners
California
$298K – – –
HWM
504
HB Wealth Management
Georgia
$296K -$243K -2,690 -46%
Neuberger Berman Group
505
Neuberger Berman Group
New York
$296K – – –
WS
506
Wedbush Securities
California
$295K +$181 +2 +0.1%
PWPS
507
Pinnacle Wealth Planning Services
Ohio
$292K – – –
SHFA
508
SC&H Financial Advisors
Maryland
$291K -$3.43K -38 -1%
SIS
509
Sound Income Strategies
Florida
$290K +$238K +2,634 +615%
NCFG
510
New Century Financial Group
New Jersey
$287K +$38.6K +428 +16%
ADL
511
Asset Dedication LLC
California
$287K – – –
WAP
512
Wealthcare Advisory Partners
Pennsylvania
$285K +$13.2K +146 +5%
RF
513
Roxbury Financial
New Jersey
$284K +$7.58K +84 +3%
LWM
514
LongView Wealth Management
Georgia
$284K +$48K +532 +22%
CIA
515
Compass Ion Advisors
Pennsylvania
$280K – – –
BO
516
Bank OZK
Arkansas
$275K – – –
MKW
517
Mullaney, Keating & Wright
Connecticut
$275K +$812 +9 +0.3%
AF
518
Atala Financial
California
$274K – – –
Vanguard Personalized Indexing Management
519
Vanguard Personalized Indexing Management
California
$273K -$160K -1,769 -38%
SA
520
Sovran Advisors
California
$268K +$7.49K +83 +3%
CRI
521
Colonial River Investments
Virginia
$268K -$17.3K -192 -6%
WCAMG
522
Woodard & Company Asset Management Group
North Carolina
$266K +$1.26K +14 +0.5%
HH
523
Hilltop Holdings
Texas
$265K -$4.25M -47,049 -94%
PA
524
Pinnacle Associates
New York
$265K +$13.2K +146 +5%
CA
525
Calton & Associates
Florida
$262K – – –