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
SSWM
201
Sheets Smith Wealth Management
North Carolina
$251K +$28.5K +500 +13%
CGA
202
Crescent Grove Advisors
Illinois
$242K
RE
203
RBC Europe
United Kingdom
$240K
EIP
204
Ellis Investment Partners
Pennsylvania
$239K -$39K -685 -14%
AWMS
205
Advocacy Wealth Management Services
Georgia
$231K +$228K +4,000 New
PFA
206
Pinnacle Family Advisors
Missouri
$230K +$114 +2 +0.1%
NL
207
NWAM LLC
Washington
$225K +$6.26K +110 +3%
BPA
208
Beacon Pointe Advisors
California
$204K
CAL
209
Capital Analysts LLC
Pennsylvania
$196K
NCM
210
Next Capital Management
New York
$184K -$7.34K -129 -4%
WAP
211
Wealthcare Advisory Partners
Pennsylvania
$181K -$23.6K -414 -12%
SFC
212
SYM Financial Corp
Indiana
$165K -$17.1K -301 -10%
SPIA
213
Steward Partners Investment Advisory
New York
$157K -$18.8K -331 -11%
TL
214
TrueWealth LLC
Georgia
$153K
SFS
215
Sowell Financial Services
Arkansas
$122K +$121K +2,118 New
MA
216
MCF Advisors
Kentucky
$116K -$171K -3,007 -60%
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$107K
FFC
218
First Financial Corp
Indiana
$102K
FM
219
Family Management
New York
$79K
LGWM
220
Litman Gregory Wealth Management
California
$79K
ADL
221
Asset Dedication LLC
California
$78K -$2.96K -52 -4%
MMG
222
Monetary Management Group
Missouri
$74K
SF
223
Synovus Financial
Georgia
$66K +$228 +4 +0.4%
BEI
224
Benjamin Edwards Inc
Missouri
$57K -$1.48K -26 -3%
CIA
225
Cascade Investment Advisors
Oregon
$55.5K