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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWE
276
Avidian Wealth Enterprises
Texas
$1.02M -$834K -7,805 -44%
AWS
277
AJ Wealth Strategies
New York
$1M
AWM
278
Aspire Wealth Management
Massachusetts
$983K -$196K -1,834 -16%
MWM
279
Maripau Wealth Management
Indiana
$973K +$101K +948 +11%
KeyBank National Association
280
KeyBank National Association
Ohio
$968K -$182K -1,701 -16%
FFBTD
281
First Financial Bank - Trust Division
Ohio
$945K -$18.2M -170,651 -95%
FAIM
282
Financial Advocates Investment Management
Washington
$943K +$498K +4,662 +107%
UCFA
283
United Capital Financial Advisors
Texas
$937K +$354K +3,310 +59%
RF
284
RHS Financial
California
$930K -$146K -1,367 -13%
BTWM
285
Baker Tilly Wealth Management
Wisconsin
$921K -$191K -1,783 -17%
FCFC
286
First Citizens Financial Corp
Iowa
$903K -$114K -1,066 -11%
William Blair & Company
287
William Blair & Company
Illinois
$898K +$173K +1,615 +23%
IF
288
Intrua Financial
Texas
$888K -$243K -2,274 -21%
AWM
289
Apollon Wealth Management
South Carolina
$883K -$855K -8,005 -49%
GPA
290
Guerra Pan Advisors
New Jersey
$876K -$2.46K -23 -0.3%
Wealth Enhancement Advisory Services
291
Wealth Enhancement Advisory Services
Minnesota
$870K -$90.2K -844 -9%
GLLW
292
Graves Light Lenhart Wealth
Virginia
$860K
FWIA
293
Fort Washington Investment Advisors
Ohio
$853K -$359K -3,362 -29%
SAS
294
Sage Advisory Services
Texas
$841K -$12.6M -117,760 -94%
UBS AM
295
UBS AM
Illinois
$840K -$132K -1,235 -13%
MA
296
Mutual Advisors
Nebraska
$834K -$506K -4,732 -37%
CA
297
CoreCap Advisors
Michigan
$833K -$356K -3,334 -29%
IA
298
IFG Advisory
Georgia
$833K +$15.7K +147 +2%
MYIA
299
Mount Yale Investment Advisors
Colorado
$825K -$638K -5,972 -43%
CPIG
300
Chicago Partners Investment Group
Illinois
$818K +$395K +3,695 +79%