We are live on ! Find out more
VLUE icon

iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
251
Momentum Wealth Planning
Florida
$329K +$306K +2,905 New
CWS
252
Confluence Wealth Services
Pennsylvania
$328K +$42.6K +404 +16%
AG
253
Ascent Group
Virginia
$320K -$9.71K -92 -3%
CIA
254
Concurrent Investment Advisors
Florida
$320K -$2.43K -23 -0.8%
JWM
255
JGP Wealth Management
Oregon
$313K
HIP
256
HUB Investment Partners
Texas
$312K +$422 +4 +0.1%
MCM
257
Mattern Capital Management
Colorado
$307K -$56.4K -535 -16%
SC
258
Soundwatch Capital
Connecticut
$301K +$31.1M +295,080 New
PS
259
Principal Securities
Iowa
$300K -$9.07K -86 -3%
OAP
260
One Advisory Partners
Kansas
$298K
TMWM
261
Taylor & Morgan Wealth Management
Michigan
$294K +$1.9K +18 +0.7%
SVWG
262
Shared Vision Wealth Group
United States
$294K -$4.22K -40 -2%
GSWM
263
Golden State Wealth Management
California
$292K +$52.9K +501 +24%
BCM
264
Becker Capital Management
Oregon
$291K +$271K +2,572 New
WAL
265
W Advisors LLC
Tennessee
$289K
FCM
266
Fortis Capital Management
Washington
$285K
JIP
267
Jaffetilchin Investment Partners
Florida
$285K -$844 -8 -0.3%
CCA
268
Cora Capital Advisors
New Jersey
$284K
AG
269
AlTi Global
New York
$284K
Betterment LLC
270
Betterment LLC
New York
$283K -$492K -4,660 -65%
JWCA
271
J.W. Cole Advisors
Florida
$280K +$261K +2,475 New
ST
272
Smithfield Trust
Pennsylvania
$275K
APC
273
Aspire Private Capital
North Carolina
$269K +$10.8K +102 +4%
GLLW
274
Graves Light Lenhart Wealth
Virginia
$265K
AOWM
275
Alpha Omega Wealth Management
Virginia
$264K +$14.5K +137 +6%