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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
226
Mattern Capital Management
Colorado
$375K -$19.6K -190 -5%
SF
227
Symphony Financial
Texas
$360K +$722 +7 +0.2%
MHR
228
Matthew Hamilton Rosenberg
$353K -$413 -4 -0.1%
LCM
229
Lunt Capital Management
Utah
$351K
HCM
230
Hengehold Capital Management
Ohio
$349K -$65.5K -635 -16%
WWP
231
WR Wealth Planners
Missouri
$348K -$19.8K -192 -5%
P
232
&Partners
Tennessee
$347K +$73.5K +712 +27%
Financial Engines Advisors
233
Financial Engines Advisors
California
$345K +$52.1K +505 +18%
SVWG
234
Shared Vision Wealth Group
United States
$340K +$103 +1 +0%
OSAM
235
O'Shaughnessy Asset Management
Connecticut
$339K +$8.77K +85 +3%
BIA
236
Bell Investment Advisors
California
$338K +$8.15K +79 +2%
AG
237
Ascent Group
Virginia
$336K -$29.9K -290 -8%
BWM
238
BCGM Wealth Management
Indiana
$329K +$1.75K +17 +0.5%
Betterment LLC
239
Betterment LLC
New York
$318K +$26.2K +254 +9%
PIMG
240
Patriot Investment Management Group
Tennessee
$317K
AWM
241
Angeles Wealth Management
California
$315K
LFAS
242
Level Four Advisory Services
Texas
$314K -$142K -1,380 -31%
FCH
243
Freestone Capital Holdings
Washington
$313K -$2.06K -20 -0.7%
IA
244
IFG Advisory
Georgia
$309K +$308K +2,985 New
AWM
245
AE Wealth Management
Kansas
$305K -$21.7K -210 -7%
CAPTRUST Financial Advisors
246
CAPTRUST Financial Advisors
North Carolina
$303K -$103K -1,002 -25%
IFG
247
Independent Financial Group
California
$300K +$80.5K +780 +37%
CFS
248
Cannon Financial Strategists
Georgia
$295K -$74.1K -718 -20%
BCM
249
Brookstone Capital Management
Illinois
$292K +$516 +5 +0.2%
MFG
250
MidWestOne Financial Group
Iowa
$290K +$289K +2,800 New