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iShares MSCI Intl Value Factor ETF
IVLU

Name Holding Trade Value Shares
Change 		Change in
Stake
MGW
201
MB Generational Wealth
Washington
$323K +$313K +9,109 New
FW
202
FullCircle Wealth
Texas
$321K -$105K -3,044 -25%
BWM
203
Baron Wealth Management
Michigan
$311K +$24.5K +713 +9%
MOS
204
MGO One Seven
Ohio
$307K -$48.2K -1,404 -14%
RFP
205
RCS Financial Planning
Maryland
$305K -$38.4K -1,118 -12%
CIA
206
Choate Investment Advisors
Massachusetts
$303K – – –
DWT
207
Dorsey & Whitney Trust
South Dakota
$302K – – –
AIA
208
Accelerate Investment Advisors
California
$301K -$2.47K -72 -0.8%
BFA
209
Benningfield Financial Advisors
California
$299K +$289K +8,421 New
MFG
210
Merit Financial Group
Georgia
$293K -$23K -671 -8%
WWM
211
Western Wealth Management
Colorado
$293K +$284K +8,260 New
BCM
212
Becker Capital Management
Oregon
$293K – – –
TF
213
Theory Financial
Colorado
$291K -$8.38K -244 -3%
CWP
214
Cyndeo Wealth Partners
Florida
$284K – – –
CPC
215
Cookson Peirce & Co
Pennsylvania
$282K +$5.15K +150 +2%
MPW
216
Magnolia Private Wealth
Pennsylvania
$278K – – –
CW
217
CreativeOne Wealth
Kansas
$270K -$207K -6,021 -44%
FA
218
Fiduciary Alliance
South Carolina
$257K +$4.12K +120 +2%
LSA
219
Lansing Street Advisors
Pennsylvania
$254K -$3.4K -99 -1%
VA
220
Valmark Advisers
Ohio
$253K – – –
SPI
221
Sutton Place Investors
New York
$252K -$11.3K -330 -4%
SWM
222
Spire Wealth Management
Virginia
$248K -$2.27K -66 -0.9%
TWP
223
Triad Wealth Partners
Kansas
$245K +$237K +6,908 New
TSS
224
Two Sigma Securities
New York
$242K +$235K +6,834 New
CA
225
Claro Advisors
Massachusetts
$218K -$71K -2,068 -25%
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