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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
251
Meridian Wealth Partners
Pennsylvania
$84K +$85K +1,144 New
WCG
252
Weaver Consulting Group
California
$62K
KFS
253
Kelly Financial Services
Massachusetts
$57K +$52.6K +708 +1,089%
EDRH
254
Edmond de Rothschild Holding
Switzerland
$56K
FWP
255
FAS Wealth Partners
Kansas
$54K +$372 +5 +0.7%
Rockefeller Capital Management
256
Rockefeller Capital Management
New York
$47K -$14.4K -194 -23%
GWM
257
Geneos Wealth Management
Colorado
$44K
Kayne Anderson Rudnick Investment Management
258
Kayne Anderson Rudnick Investment Management
California
$36K +$36.1K +486 New
CHA
259
Carmichael Hill & Associates
Maryland
$36K +$36.4K +490 New
EP
260
Eudaimonia Partners
Tennessee
$35K -$4.38K -59 -11%
AAP
261
Arax Advisory Partners
Colorado
$31K +$223 +3 +0.7%
FFA
262
Founders Financial Alliance
North Carolina
$25K +$25.6K +345 New
SWM
263
Sugarloaf Wealth Management
Georgia
$20K
SFG
264
Sowa Financial Group
Rhode Island
$18K -$2.38K -32 -12%
SFSIG
265
San Francisco Sentry Investment Group
California
$15K
VFA
266
Valeo Financial Advisors
Indiana
$15K
AW
267
Avion Wealth
Texas
$14K
BFEC
268
Benjamin F. Edwards & Company
Missouri
$13K -$17.6K -237 -58%
GEA
269
Glen Eagle Advisors
New Jersey
$12K
AWA
270
Arkadios Wealth Advisors
Georgia
$11.5K +$3.72K +50 +51%
AssetMark Inc
271
AssetMark Inc
California
$9K +$9.21K +124 New
BW
272
Bison Wealth
Georgia
$9K +$9.29K +125 New
AWM
273
Avior Wealth Management
Nebraska
$8K -$5.65K -76 -41%
LDFR
274
Lehman & Derafelo Financial Resources
Pennsylvania
$8K
TFGT
275
TS Financial Group (TSFG)
Illinois
$8K