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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFPL
301
Advus Financial Partners, LLC
Florida
$287K -$142K -1,553 -33%
WWM
302
Western Wealth Management
Colorado
$287K -$145K -1,585 -34%
TRCT
303
Tower Research Capital (TRC)
New York
$282K -$3.92M -42,799 -93%
TA
304
Tiedemann Advisors
New York
$278K
EW
305
Enzi Wealth
Texas
$276K
FCM
306
Fortis Capital Management
Washington
$273K +$275K +3,000 New
Cerity Partners
307
Cerity Partners
New York
$272K +$47.5K +519 +21%
VCP
308
Verus Capital Partners
Arizona
$270K +$7.05K +77 +3%
SWP
309
Summit Wealth Partners
Florida
$269K +$13.7K +150 +5%
MA
310
Mutual Advisors
Nebraska
$267K -$229K -2,504 -46%
OC
311
Oppenheimer & Co
New York
$257K +$258K +2,818 New
AWE
312
Avidian Wealth Enterprises
Texas
$254K -$32.1K -351 -11%
CBFP
313
Cedar Brook Financial Partners
Ohio
$249K +$251K +2,737 New
PS
314
Planned Solutions
California
$247K
BIA
315
Bell Investment Advisors
California
$246K +$5.59K +61 +2%
SWM
316
Selective Wealth Management
Virginia
$246K -$39.6K -432 -14%
ACA
317
Atlas Capital Advisors
Wyoming
$245K
WP
318
WealthShield Partners
North Carolina
$242K -$32.9K -359 -12%
IF
319
Intrua Financial
Texas
$238K -$36.7K -401 -14%
GLA
320
Good Life Advisors
Pennsylvania
$238K +$239K +2,614 New
EIA
321
Eldridge Investment Advisors
New Hampshire
$238K
JWBC
322
John W. Brooker & Co
California
$238K -$72.1K -787 -23%
SCA
323
Snowden Capital Advisors
New York
$236K -$850K -9,281 -78%
FPW
324
Flagship Private Wealth
Massachusetts
$233K +$2.29K +25 +1%
D
325
Diversified
Delaware
$232K +$233K +2,541 New