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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAA
326
Southeast Asset Advisors
Georgia
$369K
AF
327
Apexium Financial
Texas
$359K
MWM
328
Meridian Wealth Management
Kentucky
$355K +$56.2K +583 +20%
MMM
329
Mendel Money Management
Illinois
$343K +$323K +3,351 New
CFA
330
Cahill Financial Advisors
Minnesota
$336K +$316K +3,282 New
OFG
331
OmniStar Financial Group
North Carolina
$333K -$325K -3,368 -51%
EDRH
332
Edmond de Rothschild Holding
Switzerland
$328K +$236K +2,444 +322%
PK
333
Pflug Koory
Nebraska
$326K
GSWM
334
Golden State Wealth Management
California
$317K -$107K -1,108 -26%
PFA
335
Pinnacle Family Advisors
Missouri
$315K +$25.2K +262 +9%
BWP
336
Bernardo Wealth Planning
Pennsylvania
$312K +$36.9K +383 +14%
LWP
337
Lumature Wealth Partners
Georgia
$311K -$168K -1,748 -37%
TP
338
Tranquility Partners
Tennessee
$311K +$289 +3 +0.1%
DAS
339
Dynamic Advisor Solutions
Arizona
$306K -$5.59K -58 -2%
RFN
340
RDA Financial Network
Iowa
$305K -$4.53K -47 -2%
William Blair & Company
341
William Blair & Company
Illinois
$305K +$276K +2,862 +2,602%
FAIM
342
Financial Advocates Investment Management
Washington
$302K -$1.59M -16,494 -84%
LNB
343
Ledyard National Bank
$302K -$675 -7 -0.2%
NIC
344
Northwest Investment Counselors
Oregon
$301K -$51.3K -532 -15%
WW
345
Westshore Wealth
California
$300K +$282K +2,925 New
UCFA
346
United Capital Financial Advisors
Texas
$296K -$67.6K -701 -20%
BWM
347
BCGM Wealth Management
Indiana
$291K
FPW
348
Flagship Private Wealth
Massachusetts
$290K -$96 -1 -0%
Rockefeller Capital Management
349
Rockefeller Capital Management
New York
$289K +$61.4K +637 +29%
SCM
350
Southport Capital Management
Tennessee
$285K +$268K +2,780 New