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
WP
601
WealthShield Partners
North Carolina
$175K – – –
KFGG
602
Keystone Financial Group (Georgia)
Georgia
$173K +$779 +8 +0.5%
SIS
603
Sound Income Strategies
Florida
$171K -$132K -1,355 -44%
TIAAOA
604
Teachers Insurance & Annuity Association of America
New York
$170K – – –
CW
605
Curio Wealth
Maryland
$167K +$163K +1,674 New
ACA
606
Aptus Capital Advisors
Alabama
$166K -$8.37K -86 -5%
TCOV
607
Trust Company of Vermont
Vermont
$153K +$82K +842 +122%
Russell Investments Group
608
Russell Investments Group
United Kingdom
$151K -$3.22M -33,071 -96%
AW
609
Avion Wealth
Texas
$149K – – –
CA
610
Clearstead Advisors
Ohio
$149K – – –
LFG
611
Larson Financial Group
Missouri
$149K +$2.14K +22 +1%
Bank Julius Baer & Co
612
Bank Julius Baer & Co
Switzerland
$138K +$14.9K +153 +12%
TCM
613
TD Capital Management
Tennessee
$132K – – –
HI
614
Harbour Investments
Wisconsin
$131K +$3.41K +35 +3%
VWM
615
Vermillion Wealth Management
Minnesota
$129K – – –
CIAS
616
CBIZ Investment Advisory Services
Ohio
$123K – – –
PAM
617
Palisade Asset Management
Minnesota
$122K +$119K +1,222 New
IWP
618
IAG Wealth Partners
Wisconsin
$117K – – –
BBHC
619
Brown Brothers Harriman & Co
New York
$117K – – –
AIM
620
Anchor Investment Management
South Carolina
$115K -$3.99K -41 -3%
IWM
621
IMG Wealth Management
Florida
$114K – – –
MHR
622
Matthew Hamilton Rosenberg
$112K -$1.66K -17 -1%
CIAS
623
Capital Investment Advisory Services
North Carolina
$108K – – –
SC
624
Stephens Consulting
Michigan
$108K – – –
EWA
625
EverSource Wealth Advisors
Alabama
$96.7K – – –