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
PBF
51
Petix & Botte Financial
California
$29.1M +$307K +3,336 +1%
AAS
52
Avantax Advisory Services
Texas
$28.4M +$268K +2,914 +1%
AP
53
Americana Partners
Texas
$28.3M +$27.3M +296,769 New
PAG
54
Private Advisor Group
New Jersey
$27.2M +$289K +3,141 +1%
FWM
55
ForthRight Wealth Management
Georgia
$26.9M -$2.66M -28,892 -9%
SCA
56
Southern Capital Advisors
Tennessee
$24.9M +$914K +9,943 +4%
FHA
57
Flagship Harbor Advisors
Massachusetts
$24.8M +$3.75M +40,775 +19%
MML Investors Services
58
MML Investors Services
Massachusetts
$24.6M +$2.34M +25,450 +11%
DA
59
Drake & Associates
Wisconsin
$23.7M +$599K +6,513 +3%
VA
60
Vident Advisory
Georgia
$23M -$704K -7,662 -3%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$22.9M +$6.65M +72,368 +43%
MWP
62
Madison Wealth Partners
Wisconsin
$22.8M +$1.34M +14,578 +7%
SA
63
Sanctuary Advisors
Indiana
$22.2M -$1.21M -13,108 -6%
DI
64
DDFG Inc
California
$21.7M +$608K +6,614 +3%
GC
65
Garde Capital
Washington
$21.4M -$249K -2,712 -1%
HR
66
Howe & Rusling
New York
$20.9M +$1.61M +17,529 +9%
EH
67
Equitable Holdings
New York
$20.1M +$3.5M +38,108 +22%
SCM
68
Steele Capital Management
Iowa
$19.8M -$407K -4,428 -2%
IWMWV
69
Ironwood Wealth Management (West Virginia)
West Virginia
$19.3M -$158K -1,723 -0.8%
KPWS
70
Kestra Private Wealth Services
Texas
$18.9M -$12.6M -136,704 -41%
SW
71
SkyOak Wealth
Michigan
$18.8M +$701K +7,622 +4%
Bank Julius Baer & Co
72
Bank Julius Baer & Co
Switzerland
$18.8M -$253K -2,755 -2%
AI
73
Atria Investments
North Carolina
$17.7M -$22.9M -248,862 -57%
CFD
74
Creative Financial Designs
Indiana
$17.6M +$1.78M +19,382 +12%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$17.5M +$2M +21,787 +13%