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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
251
Archvest Wealth Advisors
California
$416K +$423K +4,491 New
KWM
252
Keebeck Wealth Management
Illinois
$410K -$80.3K -853 -16%
WCFA
253
Walkner Condon Financial Advisors
Wisconsin
$405K +$7.62K +81 +2%
PCP
254
Proficio Capital Partners
Massachusetts
$401K +$408K +4,330 New
MMM
255
Mendel Money Management
Illinois
$399K -$26.2K -278 -6%
WWG
256
West Wealth Group
California
$390K
AIA
257
Angeles Investment Advisors
California
$389K +$395K +4,200 New
MFG
258
Magnus Financial Group
New York
$385K +$392K +4,163 New
KPWS
259
Kestra Private Wealth Services
Texas
$384K +$39.1K +415 +11%
NL
260
NWAM LLC
Washington
$378K -$184K -1,951 -32%
WC
261
Waterloo Capital
Texas
$377K +$383K +4,073 New
PK
262
Pflug Koory
Nebraska
$376K
AF
263
Allworth Financial
California
$376K +$1.32K +14 +0.3%
RF
264
RHS Financial
California
$375K -$189K -2,007 -33%
CCA
265
Clearwater Capital Advisors
Illinois
$360K -$80.9K -860 -18%
PL
266
Plancorp LLC
Missouri
$356K -$1.88K -20 -0.5%
Betterment LLC
267
Betterment LLC
New York
$341K -$26.8K -285 -7%
MWM
268
Meridian Wealth Management
Kentucky
$338K -$15.2K -161 -4%
SAA
269
Southeast Asset Advisors
Georgia
$333K
Bank of New York Mellon
270
Bank of New York Mellon
New York
$322K -$195K -2,069 -37%
LFAS
271
Level Four Advisory Services
Texas
$319K +$7.81K +83 +2%
GCP
272
GSA Capital Partners
United Kingdom
$318K +$324K +3,438 New
AP
273
Appleton Partners
Massachusetts
$315K
SOS
274
Silver Oak Securities
Tennessee
$315K +$320K +3,397 New
TGAM
275
TBH Global Asset Management
Tennessee
$310K +$315K +3,343 New