We are live on ! Find out more
VLUE icon

iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCAS
251
First Command Advisory Services
Texas
$313K -$181K -1,642 -36%
CIA
252
Concurrent Investment Advisors
Florida
$308K -$302K -2,740 -48%
Bessemer Group
253
Bessemer Group
New Jersey
$307K -$11K -100 -3%
LFAS
254
Level Four Advisory Services
Texas
$306K -$13.2K -120 -4%
Pathstone Holdings
255
Pathstone Holdings
New Jersey
$306K -$88.3K -802 -22%
JWCA
256
J.W. Cole Advisors
Florida
$306K -$902K -8,201 -74%
AWM
257
AE Wealth Management
Kansas
$305K -$6.6K -60 -2%
KWA
258
Kingswood Wealth Advisors
California
$303K +$316K +2,872 New
ALA
259
Atlas Legacy Advisors
California
$294K +$306K +2,783 New
JWM
260
JGP Wealth Management
Oregon
$292K +$305K +2,769 New
HCM
261
Hengehold Capital Management
Ohio
$290K -$59K -536 -16%
AF
262
Apexium Financial
Texas
$289K
AG
263
Ascent Group
Virginia
$288K -$38.6K -351 -11%
PS
264
Principal Securities
Iowa
$287K +$27.9K +254 +10%
LWL
265
Leo Wealth LLC
Texas
$280K +$292K +2,651 New
SVWG
266
Shared Vision Wealth Group
United States
$279K -$71.6K -651 -20%
CSS
267
Cubist Systematic Strategies
Connecticut
$279K +$290K +2,639 New
CWS
268
Confluence Wealth Services
Pennsylvania
$278K
UB
269
UMB Bank
Missouri
$275K -$20.8K -189 -7%
AWM
270
Alterna Wealth Management
Texas
$274K -$14K -127 -5%
TMWM
271
Taylor & Morgan Wealth Management
Michigan
$271K +$1.98K +18 +0.7%
OAP
272
One Advisory Partners
Kansas
$270K -$2.2K -20 -0.8%
WAL
273
W Advisors LLC
Tennessee
$270K -$440 -4 -0.2%
GWS
274
Greykasell Wealth Strategies
California
$269K +$280K +2,548 New
FCM
275
Fortis Capital Management
Washington
$266K +$1.87K +17 +0.7%