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
CFA
151
Carroll Financial Associates
North Carolina
$865K +$21K +348 +3%
NFP
152
Narus Financial Partners
Utah
$862K – – –
NWP
153
Northstar Wealth Partners
Connecticut
$854K +$8.02K +133 +1%
IFG
154
Investors Financial Group
Minnesota
$837K +$801K +13,288 New
ClearBridge Investments
155
ClearBridge Investments
New York
$794K +$752K +12,474 +14,675%
BAM
156
Baldrige Asset Management
Pennsylvania
$793K +$16.3K +271 +2%
MIAN
157
Mariner Independent Advisor Network
Kansas
$780K +$22.2K +369 +3%
EIA
158
Eldridge Investment Advisors
New Hampshire
$780K +$746K +12,379 New
WPC
159
White Pine Capital
Minnesota
$763K -$14.5K -240 -2%
SLA
160
Silver Lake Advisory
Utah
$757K +$724K +12,014 New
B
161
Bellecapital
Switzerland
$756K – – –
SFS
162
Sowell Financial Services
Arkansas
$722K +$563K +9,340 +441%
APWM
163
Atlas Private Wealth Management
New York
$720K +$689K +11,423 New
AWE
164
Avidian Wealth Enterprises
Texas
$696K -$28K -465 -4%
ACA
165
Anchor Capital Advisors
Massachusetts
$686K – – –
MCA
166
Magnolia Capital Advisors
Mississippi
$679K +$650K +10,776 New
APA
167
American Portfolios Advisors
New York
$676K -$3.02K -50 -0.5%
IWAG
168
Integer Wealth Advisors Group
Georgia
$672K +$651K +10,792 New
V
169
Veritable
Delaware
$668K +$114K +1,885 +22%
FNBOH
170
First National Bank of Hutchinson
Kansas
$665K +$72.5K +1,203 +13%
ATC
171
Argent Trust Co
Tennessee
$655K – – –
HNB
172
Huntington National Bank
Ohio
$655K – – –
SCM
173
SOL Capital Management
Maryland
$632K +$90.4K +1,500 +18%
BPA
174
Beacon Pointe Advisors
California
$583K +$343K +5,683 +160%
Comerica Bank
175
Comerica Bank
Texas
$578K +$844 +14 +0.2%