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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
251
Lunt Capital Management
Utah
$344K
FCFC
252
First Citizens Financial Corp
Iowa
$336K -$131K -1,414 -30%
SVWG
253
Shared Vision Wealth Group
United States
$333K +$306K +3,290 New
OSAM
254
O'Shaughnessy Asset Management
Connecticut
$326K +$2.51K +27 +0.8%
AWM
255
Able Wealth Management
New Jersey
$324K +$298K +3,205 New
BWM
256
BCGM Wealth Management
Indiana
$318K +$3.81K +41 +1%
FCH
257
Freestone Capital Holdings
Washington
$318K -$266K -2,865 -48%
BIA
258
Bell Investment Advisors
California
$314K +$23.2K +249 +9%
CIAS
259
CFS Investment Advisory Services
New Jersey
$311K +$14.1K +152 +5%
FFBTD
260
First Financial Bank - Trust Division
Ohio
$310K +$20.8K +224 +8%
FFG
261
Foundry Financial Group
New Hampshire
$309K +$284K +3,050 New
VCP
262
Verus Capital Partners
Arizona
$300K -$5.49K -59 -2%
BCM
263
Brookstone Capital Management
Illinois
$291K +$268K +2,877 New
Betterment LLC
264
Betterment LLC
New York
$291K -$145K -1,554 -35%
AF
265
Apexium Financial
Texas
$286K -$105K -1,125 -28%
FMWA
266
Forvis Mazars Wealth Advisors
Missouri
$282K +$259K +2,788 New
RIA
267
Realta Investment Advisors
Delaware
$270K -$42.2K -454 -15%
GIA
268
Goodwin Investment Advisory
Georgia
$270K -$183K -1,972 -42%
TMWM
269
Taylor & Morgan Wealth Management
Michigan
$266K -$40.5K -435 -14%
BWM
270
BCS Wealth Management
Tennessee
$263K
Financial Engines Advisors
271
Financial Engines Advisors
California
$262K
PPWP
272
Premier Path Wealth Partners
New Jersey
$261K +$240K +2,578 New
EWM
273
EPG Wealth Management
Georgia
$256K -$2.23K -24 -0.9%
CCA
274
Cora Capital Advisors
New Jersey
$256K
D
275
Diversified
Delaware
$255K -$32.3K -347 -12%