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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
301
Dynamic Advisor Solutions
Arizona
$265K +$248K +3,044 New
TP
302
Tranquility Partners
Tennessee
$264K -$46.1K -567 -16%
RFN
303
RDA Financial Network
Iowa
$263K -$241K -2,967 -50%
WA
304
WealthTrust Axiom
Pennsylvania
$260K +$244K +3,003 New
PS
305
Planned Solutions
California
$258K
LNB
306
Ledyard National Bank
$257K +$240K +2,952 New
FPW
307
Flagship Private Wealth
Massachusetts
$251K +$225K +2,770 New
MWM
308
Meridian Wealth Management
Kentucky
$250K +$235K +2,883 New
EWM
309
EPG Wealth Management
Georgia
$246K +$976 +12 +0.4%
PFA
310
Pinnacle Family Advisors
Missouri
$244K +$229K +2,811 New
MFG
311
Magnus Financial Group
New York
$241K +$226K +2,772 New
MWM
312
MorganRosel Wealth Management
Colorado
$236K
MWM
313
Marietta Wealth Management
Georgia
$234K +$219K +2,687 New
BWP
314
Bernardo Wealth Planning
Pennsylvania
$231K -$4.96K -61 -2%
EIA
315
Eldridge Investment Advisors
New Hampshire
$227K +$212K +2,610 New
PB
316
Pinnacle Bancorp
Nebraska
$224K +$204K +2,508 +3,800%
FCFC
317
First Citizens Financial Corp
Iowa
$222K +$208K +2,555 New
BP
318
BBR Partners
New York
$217K +$203K +2,500 New
VR
319
Viridian RIA
Washington
$217K +$203K +2,500 New
PIA
320
Perennial Investment Advisors
California
$213K +$199K +2,448 New
AWA
321
Arete Wealth Advisors
Illinois
$203K +$192K +2,360 New
FC
322
Ferris Capital
Massachusetts
$201K +$189K +2,318 New
AA
323
Ancora Advisors
Ohio
$195K +$17K +209 +10%
FDCDDQ
324
Federation des caisses Desjardins du Quebec
Quebec, Canada
$192K -$39.1K -480 -18%
Rockefeller Capital Management
325
Rockefeller Capital Management
New York
$190K +$126K +1,553 +243%