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iShares MSCI Intl Value Factor ETF
IVLU

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
201
LJI Wealth Management
Indiana
$629K – – –
MFG
202
Merit Financial Group
Georgia
$608K +$216K +5,159 +55%
PCM
203
Peirce Capital Management
Texas
$583K -$111K -2,657 -16%
CWM
204
Curtis Wealth Management
Nevada
$581K -$25.4K -606 -4%
MMA
205
Miracle Mile Advisors
California
$569K +$80.5K +1,919 +16%
BWM
206
Baron Wealth Management
Michigan
$563K +$8.68K +207 +2%
CSPIA
207
Cary Street Partners Investment Advisory
Virginia
$563K +$21.1K +502 +4%
CBU
208
CIBC Bancorp USA
Illinois
$558K +$3.02K +72 +0.5%
NL
209
NWAM LLC
Washington
$553K -$79.8K -1,903 -13%
KA
210
Kovack Advisors
Florida
$545K -$984K -23,459 -64%
WANY
211
Wealthspire Advisors (New York)
New York
$544K +$545K +13,006 New
WSWA
212
Warren Street Wealth Advisors
California
$533K -$964 -23 -0.2%
BFG
213
Bleakley Financial Group
New Jersey
$515K -$315K -7,523 -38%
CWMA
214
Capstone Wealth Management (Alabama)
Alabama
$507K – – –
CFO
215
Collective Family Office
Pennsylvania
$505K – – –
MOS
216
MGO One Seven
Ohio
$502K -$108K -2,579 -18%
PTC
217
Philadelphia Trust Company
Pennsylvania
$502K – – –
HPM
218
Hoxton Planning & Management
West Virginia
$476K -$148K -3,541 -24%
JWA
219
JFS Wealth Advisors
Pennsylvania
$437K – – –
VFA
220
Valeo Financial Advisors
Indiana
$436K +$10K +239 +2%
EWM
221
Elevation Wealth Management
Minnesota
$429K -$17.4K -414 -4%
RG
222
Rathbones Group
United Kingdom
$421K +$422K +10,068 New
AW
223
Avion Wealth
Texas
$420K +$422K +10,063 New
OFG
224
Orcam Financial Group
California
$412K +$413K +9,843 New
AWM
225
Ariadne Wealth Management
California
$410K – – –
7 8
9
10 11