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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
251
MidWestOne Financial Group
Iowa
$305K
UB
252
UMB Bank
Missouri
$304K -$519K -4,919 -64%
SWM
253
Spire Wealth Management
Virginia
$302K -$106 -1 -0%
AF
254
Apexium Financial
Texas
$298K
FCH
255
Freestone Capital Holdings
Washington
$298K -$31.1K -295 -10%
AWM
256
Alterna Wealth Management
Texas
$296K -$3.69K -35 -1%
Russell Investments Group
257
Russell Investments Group
United Kingdom
$288K +$138K +1,307 +98%
EWM
258
EPG Wealth Management
Georgia
$283K +$274K +2,596 New
OAP
259
One Advisory Partners
Kansas
$281K -$211 -2 -0.1%
WAL
260
W Advisors LLC
Tennessee
$279K -$317 -3 -0.1%
TMWM
261
Taylor & Morgan Wealth Management
Michigan
$277K +$2.11K +20 +0.8%
CCA
262
Cora Capital Advisors
New Jersey
$274K -$2.11K -20 -0.8%
AG
263
AlTi Global
New York
$273K
FCM
264
Fortis Capital Management
Washington
$273K +$1.9K +18 +0.7%
TWP
265
Tyche Wealth Partners
Texas
$273K
CWS
266
Confluence Wealth Services
Pennsylvania
$272K
PS
267
Principal Securities
Iowa
$269K +$8.87K +84 +4%
JIP
268
Jaffetilchin Investment Partners
Florida
$268K +$1.27K +12 +0.5%
WCFA
269
Walkner Condon Financial Advisors
Wisconsin
$263K -$435K -4,119 -63%
MHR
270
Matthew Hamilton Rosenberg
$263K -$107K -1,016 -30%
NRW
271
Nova R Wealth
Kansas
$259K -$528 -5 -0.2%
AWM
272
Apollon Wealth Management
South Carolina
$247K -$32.6K -309 -12%
TC
273
TownSquare Capital
Utah
$245K -$13.2K -125 -5%
KNFPWM
274
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$244K -$37.9K -359 -14%
SWP
275
Stratos Wealth Partners
Ohio
$244K -$467K -4,422 -66%