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
SWM
201
Sterling Wealth Management
Illinois
$2.41M +$164K +1,905 +8%
MA
202
Montag & Associates
Georgia
$2.4M +$241K +2,795 +12%
PFS
203
Prospera Financial Services
Texas
$2.36M -$58K -674 -3%
WAOI
204
Wealth Advisors of Iowa
Iowa
$2.36M -$41.8K -486 -2%
VFIC
205
Valley Forge Investment Consultants
Pennsylvania
$2.35M +$1.4M +16,293 +169%
RIA
206
Regal Investment Advisors
Michigan
$2.34M +$11.6K +135 +0.5%
GPI
207
General Partner Inc
Pennsylvania
$2.32M +$2.21M +25,634 New
WC
208
Weil Company
California
$2.25M +$2.14M +24,921 New
Financial Engines Advisors
209
Financial Engines Advisors
California
$2.25M -$58.8K -683 -3%
PTC
210
Private Trust Company
Ohio
$2.25M -$26.1K -303 -1%
LPP
211
Life Planning Partners
Florida
$2.24M – – –
TPW
212
TL Private Wealth
Texas
$2.23M -$81.2K -943 -4%
CPW
213
Catalyst Private Wealth
California
$2.17M -$599K -6,964 -22%
MSAM
214
Moloney Securities Asset Management
Missouri
$2.16M +$148K +1,725 +8%
APWM
215
Atlas Private Wealth Management
New York
$2.15M -$180K -2,087 -8%
GWM
216
Geneos Wealth Management
Colorado
$2.12M +$3.62K +42 +0.2%
SPIA
217
Steward Partners Investment Advisory
New York
$2.07M +$33.3K +387 +2%
AWM
218
AE Wealth Management
Kansas
$2.05M -$19.7M -229,055 -91%
WWM
219
Western Wealth Management
Colorado
$2.04M -$106K -1,237 -5%
Citigroup
220
Citigroup
New York
$1.99M +$357K +4,152 +23%
FCM
221
Family Capital Management
Michigan
$1.96M +$364K +4,224 +24%
RWP
222
RWA Wealth Partners
Massachusetts
$1.92M -$46.3K -538 -2%
PCA
223
Prosperity Capital Advisors
Ohio
$1.91M +$1.05M +12,201 +136%
MWM
224
Modern Wealth Management
Kansas
$1.91M +$683K +7,932 +60%
HP
225
Holistic Planning
Texas
$1.9M -$100K -1,164 -5%