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
SWP
101
Stratos Wealth Partners
Ohio
$11.7M -$663K -6,810 -5%
TPCW
102
TD Private Client Wealth
New York
$11.7M -$4.14M -42,545 -27%
CAC
103
Certified Advisory Corp
Florida
$11.7M -$302K -3,099 -3%
SF
104
Symphony Financial
Texas
$11.6M +$1.5M +15,435 +15%
UCFA
105
United Capital Financial Advisors
Texas
$11.4M +$6.42K +66 +0.1%
EWA
106
ERTS Wealth Advisors
Michigan
$11.4M -$49.9K -513 -0.4%
LFS
107
Lutz Financial Services
Nebraska
$11.3M -$14.5K -149 -0.1%
CFD
108
Creative Financial Designs
Indiana
$11.3M -$13.5M -138,607 -55%
DAS
109
Dynamic Advisor Solutions
Arizona
$10.9M +$446K +4,586 +4%
TIM
110
Tortoise Investment Management
New York
$10.7M -$739K -7,596 -7%
IWC
111
Integrated Wealth Concepts
Massachusetts
$10.6M -$128K -1,316 -1%
RSWA
112
Robinson Smith Wealth Advisors
Maine
$10.3M +$218K +2,236 +2%
QC
113
Quent Capital
New York
$9.93M -$55.1K -566 -0.6%
Charles Schwab
114
Charles Schwab
California
$9.83M -$226K -2,322 -2%
Mariner
115
Mariner
Kansas
$9.72M -$66.5K -683 -0.7%
SC
116
Sapient Capital
Indiana
$9.57M +$42K +431 +0.5%
FC
117
Financial Council
Maryland
$9.1M -$40.2K -413 -0.5%
AllianceBernstein
118
AllianceBernstein
Tennessee
$8.93M +$347K +3,568 +4%
AZ
119
Alpha Zero
Florida
$8.85M +$591K +6,070 +7%
COCM
120
Charter Oak Capital Management
New Hampshire
$8.81M -$48.3K -496 -0.6%
AWA
121
Amplius Wealth Advisors
Pennsylvania
$8.77M -$3.27M -33,562 -28%
P
122
&Partners
Tennessee
$8.66M +$5.05M +51,909 +149%
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$8.61M -$546K -5,608 -6%
IC
124
Iconiq Capital
California
$8.58M
IA
125
IFG Advisory
Georgia
$8.11M +$678K +6,969 +9%