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
APWM
176
Atlas Private Wealth Management
New York
$746K +$26.5K +453 +4%
CFA
177
Carroll Financial Associates
North Carolina
$735K +$5.1K +87 +0.7%
IWAG
178
Integer Wealth Advisors Group
Georgia
$726K +$24.6K +420 +4%
NA
179
NewEdge Advisors
Louisiana
$726K +$373K +6,359 +120%
N
180
Natixis
France
$725K – – –
WPC
181
White Pine Capital
Minnesota
$718K +$39.4K +672 +6%
FHA
182
Flagship Harbor Advisors
Massachusetts
$693K -$151K -2,573 -19%
WP
183
WealthShield Partners
North Carolina
$692K +$480K +8,195 +280%
EWA
184
EP Wealth Advisors
California
$689K +$649K +11,080 New
EFL
185
ERn Financial LLC
Wisconsin
$675K +$125K +2,135 +24%
ClearBridge Investments
186
ClearBridge Investments
New York
$653K +$615K +10,500 New
ZIG
187
Zuckerman Investment Group
Illinois
$650K +$225K +3,848 +58%
FF
188
FourThought Financial
Florida
$649K +$612K +10,441 New
ATC
189
Argent Trust Co
Tennessee
$646K – – –
HNB
190
Huntington National Bank
Ohio
$646K – – –
SW
191
SVB Wealth
Massachusetts
$635K +$514K +8,780 +609%
Lido Advisors
192
Lido Advisors
California
$627K – – –
Allianz Asset Management
193
Allianz Asset Management
Germany
$613K -$199K -3,391 -26%
SCP
194
Syntal Capital Partners
Texas
$608K -$21.7K -371 -4%
VA
195
Valmark Advisers
Ohio
$608K +$573K +9,772 New
ASBI
196
American State Bank (Iowa)
Iowa
$603K +$568K +9,695 New
IFG
197
Investors Financial Group
Minnesota
$601K -$86.4K -1,474 -13%
Comerica Bank
198
Comerica Bank
Texas
$596K +$82K +1,399 +18%
CPO
199
Cerity Partners OCIO
New York
$558K +$12.8K +219 +3%
FCM
200
Firestone Capital Management
Florida
$554K – – –