We are live on ! Find out more
VLUE icon

iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
226
O'Shaughnessy Asset Management
Connecticut
$864K +$77.4K +528 +10%
IAS
227
Insigneo Advisory Services
Florida
$835K
DWG
228
Darden Wealth Group
Michigan
$832K -$2.35K -16 -0.3%
RA
229
RFG Advisory
Alabama
$792K -$43K -293 -5%
MWM
230
Meridian Wealth Management
Kentucky
$790K +$22.7K +155 +3%
FLPIM
231
F.L. Putnam Investment Management
Massachusetts
$785K +$68.3K +466 +9%
WWG
232
West Wealth Group
California
$781K +$169K +1,153 +27%
LIM
233
Leavell Investment Management
Alabama
$781K +$30.5K +208 +4%
KWS
234
Keystone Wealth Services
California
$780K +$440 +3 +0.1%
BRWA
235
B. Riley Wealth Advisors
Florida
$775K +$121K +822 +17%
BCG
236
Breakwater Capital Group
New Jersey
$774K +$126K +857 +19%
SIMC
237
Squire Investment Management Company
Utah
$773K
OWA
238
One Wealth Advisors
California
$768K +$75.4K +514 +11%
National Bank of Canada
239
National Bank of Canada
Quebec, Canada
$757K -$172K -1,176 -18%
AC
240
AWM Capital
Arizona
$753K
HIM
241
Hanlon Investment Management
New Jersey
$752K +$776K +5,292 New
P
242
&Partners
Tennessee
$751K +$148K +1,007 +24%
Kovitz Investment Group Partners
243
Kovitz Investment Group Partners
Illinois
$732K
CWS
244
Cypress Wealth Services
California
$728K -$1.17K -8 -0.2%
SEIA
245
Signature Estate & Investment Advisors
California
$727K +$140K +952 +23%
GM
246
GeoWealth Management
Illinois
$703K +$726K +4,948 New
AWM
247
Ariadne Wealth Management
California
$701K +$587 +4 +0.1%
IWB
248
Innovative Wealth Building
Maryland
$698K -$80.7K -550 -10%
RIA
249
Regal Investment Advisors
Michigan
$696K +$718K +4,893 New
Rockefeller Capital Management
250
Rockefeller Capital Management
New York
$690K +$320K +2,180 +82%