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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
226
Mutual Advisors
Nebraska
$803K +$311K +3,827 +71%
CWM
227
Cabot Wealth Management
Massachusetts
$801K +$184K +2,266 +33%
KWM
228
Keebeck Wealth Management
Illinois
$784K +$734K +9,026 New
B
229
Bellecapital
Switzerland
$782K
SI
230
Stephens Inc
Arkansas
$777K -$98.9K -1,215 -12%
TFS
231
TrustCore Financial Services
Tennessee
$774K -$85.2K -1,047 -11%
SFS
232
Sowell Financial Services
Arkansas
$752K -$59K -725 -8%
TPWA
233
TRUE Private Wealth Advisors
Oregon
$747K -$260K -3,198 -27%
WA
234
Winfield Associates
Ohio
$738K +$155K +1,903 +29%
BTWM
235
Baker Tilly Wealth Management
Wisconsin
$730K +$683K +8,395 New
IFG
236
Independent Financial Group
California
$729K -$669K -8,216 -49%
RG
237
Retirement Group
California
$720K +$154K +1,894 +30%
CIBC World Market
238
CIBC World Market
Ontario, Canada
$693K +$649K +7,974 New
OPWM
239
Oxinas Partners Wealth Management
Indiana
$655K +$613K +7,536 New
LCC
240
Lincoln Capital Corp
Rhode Island
$649K -$2.69K -33 -0.4%
CCA
241
Clearwater Capital Advisors
Illinois
$643K
LA
242
LexAurum Advisors
Kansas
$626K +$185K +2,274 +46%
FPGK
243
Financial Partners Group (Kansas)
Kansas
$626K +$237K +2,917 +79%
RPC
244
Rossmore Private Capital
Connecticut
$595K +$24.4K +300 +5%
OFG
245
OmniStar Financial Group
North Carolina
$575K +$76.7K +943 +17%
SF
246
Synovus Financial
Georgia
$561K +$18.9K +232 +4%
APA
247
American Portfolios Advisors
New York
$553K +$20.7K +255 +4%
OWA
248
One Wealth Advisors
California
$552K +$517K +6,351 New
WP
249
WealthPLAN Partners
Nebraska
$548K +$20.6K +253 +5%
D
250
Diversified
Delaware
$533K +$485K +5,966 New