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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RDWM
301
Red Door Wealth Management
Tennessee
$633K +$636K +6,032 New
FCB
302
First Command Bank
Texas
$609K +$612K +5,798 New
FCFS
303
First Command Financial Services
Texas
$609K +$612K +5,798 New
QPWM
304
Quadrant Private Wealth Management
Pennsylvania
$604K +$97.4K +923 +19%
CFD
305
Creative Financial Designs
Indiana
$589K +$68.4K +648 +13%
HIM
306
Hanlon Investment Management
New Jersey
$585K +$42.9K +407 +8%
VC
307
Veracity Capital
Georgia
$584K +$5.06K +48 +0.9%
Principal Financial Group
308
Principal Financial Group
Iowa
$583K +$24.1K +228 +4%
Creative Planning
309
Creative Planning
Kansas
$580K -$33K -313 -5%
WP
310
WealthPLAN Partners
Nebraska
$574K +$53.6K +508 +10%
LF
311
Lantz Financial
Illinois
$574K +$576K +5,461 New
CWM
312
Cornerstone Wealth Management
Missouri
$567K -$18.9K -179 -3%
KA
313
Kovack Advisors
Florida
$566K +$67.6K +641 +14%
Northern Trust
314
Northern Trust
Illinois
$566K +$568K +5,387 New
RW
315
Rede Wealth
Virginia
$561K +$12.3K +117 +2%
DAS
316
Dynamic Advisor Solutions
Arizona
$544K +$231K +2,191 +73%
CFA
317
Cahill Financial Advisors
Minnesota
$540K +$196K +1,855 +57%
TCM
318
TD Capital Management
Tennessee
$525K +$2.43K +23 +0.5%
NF
319
Nikulski Financial
Iowa
$508K +$125K +1,186 +32%
CAM
320
Cozad Asset Management
Illinois
$502K +$39K +370 +8%
FWCM
321
Ferguson Wellman Capital Management
Oregon
$498K
FHC
322
First Heartland Consultants
Missouri
$495K +$14.1K +134 +3%
FCA
323
FinTrust Capital Advisors
South Carolina
$489K -$46K -436 -9%
IFS
324
Ifrah Financial Services
Arkansas
$483K -$31.4K -298 -6%
GRP
325
Global Retirement Partners
California
$481K -$26.3K -249 -5%