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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
226
NewEdge Advisors
Louisiana
$467K -$80.3K -882 -15%
WAL
227
W Advisors LLC
Tennessee
$467K -$32.2K -354 -7%
KPWS
228
Kestra Private Wealth Services
Texas
$462K +$70K +769 +19%
MCWS
229
McKinley Carter Wealth Services
West Virginia
$458K
WMS
230
Wealth Management Solutions
Pennsylvania
$456K -$656K -7,204 -60%
SPC
231
Sigma Planning Corp
Michigan
$455K -$4.58M -50,299 -91%
FCFC
232
First Citizens Financial Corp
Iowa
$449K +$436K +4,792 New
WCFA
233
Walkner Condon Financial Advisors
Wisconsin
$444K +$32.1K +352 +8%
Wealth Enhancement Advisory Services
234
Wealth Enhancement Advisory Services
Minnesota
$438K -$556K -6,101 -57%
STB
235
S&T Bank
Pennsylvania
$438K
GIA
236
Goodwin Investment Advisory
Georgia
$435K -$76.5K -840 -15%
BTWM
237
Baker Tilly Wealth Management
Wisconsin
$433K -$22.8K -250 -5%
Northern Trust
238
Northern Trust
Illinois
$431K -$51.5K -566 -11%
IAN
239
Integrated Advisors Network
Texas
$430K -$6.65K -73 -2%
GLLW
240
Graves Light Lenhart Wealth
Virginia
$430K -$180K -1,975 -30%
AF
241
Apexium Financial
Texas
$423K
AWA
242
Archvest Wealth Advisors
California
$423K +$1.55K +17 +0.4%
Betterment LLC
243
Betterment LLC
New York
$410K +$62.2K +683 +19%
N
244
Natixis
France
$408K -$17.2K -189 -4%
WWG
245
West Wealth Group
California
$395K
TCM
246
TD Capital Management
Tennessee
$388K -$75.2K -826 -17%
LFAS
247
Level Four Advisory Services
Texas
$383K +$58K +637 +19%
WC
248
Waterloo Capital
Texas
$382K -$182 -2 -0%
PK
249
Pflug Koory
Nebraska
$381K
PP
250
Prudential plc
United Kingdom
$377K +$277K +3,040 +310%