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
EAM
551
Evanson Asset Management
California
$238K +$1.08K +12 +0.5%
KFI
552
Key Financial Inc
Pennsylvania
$236K -$10.7K -119 -5%
JIC
553
Johnson Investment Counsel
Ohio
$236K +$225K +2,494 New
SAI
554
Savvy Advisors Inc
New York
$236K +$225K +2,494 New
SWGC
555
Summit Wealth Group (Colorado)
Colorado
$236K +$225K +2,493 New
HSWM
556
Hubbell Strickland Wealth Management
Louisiana
$235K +$7.85K +87 +4%
NSIM
557
North Star Investment Management
Illinois
$235K +$160K +1,774 +250%
RFN
558
Redwood Financial Network
Ohio
$231K -$271 -3 -0.1%
OAM
559
Oak Asset Management
California
$229K +$7.31K +81 +3%
MWAM
560
Manhattan West Asset Management
California
$229K -$3.79K -42 -2%
HFS
561
Hopwood Financial Services
Virginia
$228K – – –
PWP
562
Prasad Wealth Partners
Ohio
$226K +$3.16K +35 +1%
CAL
563
Capital Analysts LLC
Pennsylvania
$225K +$271 +3 +0.1%
FWP
564
Falcon Wealth Planning
California
$224K +$213K +2,364 New
SWRP
565
Summit Wealth & Retirement Planning
California
$222K – – –
First Trust Advisors
566
First Trust Advisors
Illinois
$218K -$73.2K -811 -26%
OA
567
Operose Advisors
Wisconsin
$217K – – –
FWM
568
Fingerlakes Wealth Management
New York
$217K +$903 +10 +0.4%
SRCM
569
Signature Resources Capital Management
California
$215K -$51.3K -568 -20%
AWM
570
Accel Wealth Management
Iowa
$213K – – –
CW
571
CreativeOne Wealth
Kansas
$213K +$203K +2,251 New
DC
572
Davenport & Co
Virginia
$211K +$201K +2,228 New
UWPG
573
Ullmann Wealth Partners Group
Florida
$210K +$542 +6 +0.3%
STA
574
Summit Trail Advisors
New York
$209K +$199K +2,207 New
NEPWA
575
New England Private Wealth Advisors
Massachusetts
$208K +$195K +2,164 New