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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
251
Arkadios Wealth Advisors
Georgia
$510K -$6.96K -76 -1%
Bank of New York Mellon
252
Bank of New York Mellon
New York
$505K -$10.6M -115,413 -95%
MCA
253
Magnolia Capital Advisors
Mississippi
$502K -$3.57K -39 -0.7%
Financial Engines Advisors
254
Financial Engines Advisors
California
$502K +$252K +2,751 +100%
AWA
255
Arete Wealth Advisors
Illinois
$489K +$491K +5,362 New
KWM
256
Keebeck Wealth Management
Illinois
$481K +$77.3K +844 +19%
VA
257
Valmark Advisers
Ohio
$479K -$644K -7,037 -57%
BTWM
258
Baker Tilly Wealth Management
Wisconsin
$477K +$6.87K +75 +1%
CAPTRUST Financial Advisors
259
CAPTRUST Financial Advisors
North Carolina
$465K +$20.9K +228 +5%
Northern Trust
260
Northern Trust
Illinois
$449K -$9.16K -100 -2%
TCM
261
TD Capital Management
Tennessee
$449K +$3.39K +37 +0.8%
MCWS
262
McKinley Carter Wealth Services
West Virginia
$445K -$50K -546 -10%
NFSG
263
Newbridge Financial Services Group
Florida
$439K +$75.8K +828 +21%
IAN
264
Integrated Advisors Network
Texas
$436K -$1.65K -18 -0.4%
VAS
265
Vestmark Advisory Solutions
Massachusetts
$435K -$10.9K -119 -2%
CCA
266
Clearwater Capital Advisors
Illinois
$433K
STB
267
S&T Bank
Pennsylvania
$425K -$16.6K -181 -4%
N
268
Natixis
France
$419K +$421K +4,592 New
MMM
269
Mendel Money Management
Illinois
$418K +$9.71K +106 +2%
WCFA
270
Walkner Condon Financial Advisors
Wisconsin
$392K +$57K +622 +17%
AWM
271
Apollon Wealth Management
South Carolina
$385K +$387K +4,222 New
WWG
272
West Wealth Group
California
$384K
PK
273
Pflug Koory
Nebraska
$370K
AF
274
Allworth Financial
California
$369K -$10.9K -119 -3%
Betterment LLC
275
Betterment LLC
New York
$362K +$90.7K +990 +33%