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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPS
226
Orion Portfolio Solutions
Nebraska
$1.47M -$8.85M -91,792 -87%
VR
227
Viridian RIA
Washington
$1.45M -$241K -2,500 Closed
NFG
228
Next Financial Group
Texas
$1.43M +$1.14M +11,822 +564%
WA
229
Winfield Associates
Ohio
$1.38M +$476K +4,942 +58%
MIM
230
Macroview Investment Management
Maryland
$1.31M +$134K +1,388 +12%
BAM
231
Belpointe Asset Management
Nevada
$1.3M +$122K +1,270 +11%
KeyBank National Association
232
KeyBank National Association
Ohio
$1.3M +$1.22M +12,647 New
MA
233
Mutual Advisors
Nebraska
$1.28M +$316K +3,276 +35%
SI
234
Stephens Inc
Arkansas
$1.27M +$333K +3,457 +39%
AWM
235
Aries Wealth Management
Maine
$1.25M +$6.84K +71 +0.6%
AIP
236
Almanack Investment Partners
Pennsylvania
$1.24M
LCC
237
Lincoln Capital Corp
Rhode Island
$1.23M +$435K +4,515 +60%
PFGIA
238
Patriot Financial Group Insurance Agency
Massachusetts
$1.22M -$16.9K -175 -1%
RPSA
239
Richard P. Slaughter Associates
Texas
$1.19M -$1.03M -10,722 -48%
HWMA
240
Heritage Wealth Management (Arizona)
Arizona
$1.19M +$1.12M +11,584 New
WWM
241
Windsor Wealth Management
Indiana
$1.19M
SFS
242
Sowell Financial Services
Arkansas
$1.17M +$226K +2,343 +27%
CC
243
Copperleaf Capital
North Carolina
$1.1M -$874K -9,070 -46%
CAPTRUST Financial Advisors
244
CAPTRUST Financial Advisors
North Carolina
$1.1M +$2.6K +27 +0.3%
WA
245
Wealth Alliance
New York
$1.1M +$502K +5,213 +94%
PPP
246
Private Portfolio Partners
New Jersey
$1.06M -$151K -1,568 -13%
AWE
247
Avidian Wealth Enterprises
Texas
$1.02M -$130K -1,350 -12%
CWM
248
Cabot Wealth Management
Massachusetts
$1.02M +$73.6K +764 +8%
FPGK
249
Financial Partners Group (Kansas)
Kansas
$993K +$295K +3,061 +46%
CW
250
CreativeOne Wealth
Kansas
$988K +$929K +9,645 New