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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
301
MorganRosel Wealth Management
Colorado
$429K +$110K +1,115 +31%
SAM
302
Strategic Asset Management
Minnesota
$425K -$3.17K -32 -0.7%
WEG
303
World Equity Group
Illinois
$425K -$189K -1,911 -29%
FAIM
304
Financial Advocates Investment Management
Washington
$419K -$435K -4,396 -49%
CCA
305
Clearwater Capital Advisors
Illinois
$408K -$57.4K -580 -11%
BWM
306
BCS Wealth Management
Tennessee
$407K +$62.5K +632 +16%
RWI
307
Red Wave Investments
Pennsylvania
$403K
SCP
308
Syntal Capital Partners
Texas
$402K -$1.38M -13,963 -71%
BWP
309
Bernardo Wealth Planning
Pennsylvania
$401K +$32.7K +331 +8%
PCP
310
Proficio Capital Partners
Massachusetts
$400K -$68.7K -695 -14%
WWG
311
West Wealth Group
California
$397K -$4.27M -43,196 -91%
PA
312
PSI Advisors
Florida
$396K
AF
313
Allworth Financial
California
$380K -$28.3K -286 -6%
IF
314
Intrua Financial
Texas
$376K -$429K -4,337 -51%
AP
315
Appleton Partners
Massachusetts
$362K +$395K +3,997 New
MWM
316
Meridian Wealth Management
Kentucky
$361K -$19.3K -195 -5%
PL
317
Plancorp LLC
Missouri
$348K
RhumbLine Advisers
318
RhumbLine Advisers
Massachusetts
$341K +$373K +3,771 New
PFGIA
319
Patriot Financial Group Insurance Agency
Massachusetts
$340K -$271K -2,736 -42%
FWP
320
Firethorn Wealth Partners
Georgia
$335K -$1.06M -10,748 -76%
IC
321
Inscription Capital
Texas
$335K
GCM
322
Gibraltar Capital Management
Oklahoma
$334K -$407K -4,116 -53%
AAS
323
Ameritas Advisory Services
Nebraska
$330K -$245K -2,478 -40%
HH
324
Hilltop Holdings
Texas
$330K -$14.3K -145 -4%
SAA
325
Southeast Asset Advisors
Georgia
$326K