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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
301
WealthPlan Investment Management
Nebraska
$237K -$6.12K -52 -3%
KNFPWM
302
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$236K +$1.18K +10 +0.5%
CGPCS
303
Capital Group Private Client Services
California
$226K +$1.77K +15 +0.8%
DWP
304
Daymark Wealth Partners
Ohio
$221K -$8.6K -73 -4%
KWA
305
Kingswood Wealth Advisors
California
$219K +$206K +1,752 New
WCFA
306
Walkner Condon Financial Advisors
Wisconsin
$216K +$204K +1,731 New
TCA
307
Transcend Capital Advisors
New Jersey
$214K +$201K +1,711 New
SFS
308
Sowell Financial Services
Arkansas
$212K +$199K +1,694 New
Betterment LLC
309
Betterment LLC
New York
$211K -$94.9K -806 -32%
EI
310
Ethic Inc
New York
$209K +$197K +1,674 New
VWA
311
Visionary Wealth Advisors
Illinois
$209K +$197K +1,670 New
PAS
312
Park Avenue Securities
New York
$206K +$194K +1,646 New
LA
313
Legacy Advisors
Pennsylvania
$203K +$191K +1,623 New
MHR
314
Matthew Hamilton Rosenberg
$203K -$38.1K -324 -17%
BP
315
Ballentine Partners
Massachusetts
$200K +$188K +1,601 New
MCM
316
MAI Capital Management
Ohio
$189K -$3.88K -33 -2%
AWM
317
AE Wealth Management
Kansas
$185K -$79.7K -677 -31%
AIC
318
Archer Investment Corporation
Indiana
$175K
TCM
319
TD Capital Management
Tennessee
$173K +$824 +7 +0.5%
CSPIA
320
Cary Street Partners Investment Advisory
Virginia
$169K +$158K +1,345 +26,900%
BF
321
BOK Financial
Oklahoma
$162K +$109K +925 +249%
RIA
322
Realta Investment Advisors
Delaware
$156K -$29.4K -250 -17%
MNA
323
Manning & Napier Advisors
New York
$149K +$140K +1,193 New
LC
324
Lavaca Capital
Texas
$139K -$39K -331 -23%
GEA
325
Glen Eagle Advisors
New Jersey
$120K +$33.1K +281 +41%