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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
251
Carrera Capital Advisors
Michigan
$685K -$12.3K -84 -2%
SWA
252
Stratos Wealth Advisors
Ohio
$685K -$62.3K -425 -8%
FCFC
253
First Citizens Financial Corp
Iowa
$682K +$127K +869 +22%
IAA
254
Independent Advisor Alliance
North Carolina
$674K +$695K +4,741 New
WA
255
Waverly Advisors
Alabama
$662K +$683K +4,658 New
Citigroup
256
Citigroup
New York
$659K +$209K +1,423 +44%
AWM
257
Alterna Wealth Management
Texas
$645K -$22.7K -155 -3%
CIA
258
Concurrent Investment Advisors
Florida
$643K -$7.33K -50 -1%
CA
259
CGN Advisors
Kansas
$639K -$5.13K -35 -0.8%
TP
260
Tranquility Partners
Tennessee
$630K +$293 +2 +0%
VT
261
Vise Technologies
New York
$624K
AC
262
Apella Capital
Connecticut
$595K +$293 +2 +0.1%
SEM
263
Strategic Equity Management
Arizona
$594K +$612K +4,175 New
IA
264
Inspire Advisors
Idaho
$584K +$603K +4,109 New
MCWS
265
McKinley Carter Wealth Services
West Virginia
$584K -$2.49K -17 -0.4%
FCA
266
FLC Capital Advisors
California
$568K +$83.6K +570 +17%
AWM
267
Axxcess Wealth Management
California
$567K +$585K +3,991 New
BMWM
268
Brown Miller Wealth Management
Virginia
$567K +$585K +3,991 New
PFPG
269
Pinnacle Financial Partners (Georgia)
Georgia
$565K +$1.61K +11 +0.3%
PK
270
Pflug Koory
Nebraska
$562K +$147 +1 +0%
CWP
271
Cyndeo Wealth Partners
Florida
$557K +$574K +3,916 New
NF
272
Napier Financial
Massachusetts
$553K +$571K +3,892 New
AWA
273
Archvest Wealth Advisors
California
$541K -$85.9K -586 -13%
SFO
274
Stokes Family Office
Louisiana
$531K -$6.6K -45 -1%
SAM
275
Synergy Asset Management
Washington
$530K -$2.02M -13,753 -79%