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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFM
326
Signet Financial Management
New Jersey
$480K +$19.7K +187 +4%
BFA
327
Beacon Financial Advisory
Ohio
$470K +$51.3K +486 +12%
RWI
328
Red Wave Investments
Pennsylvania
$468K
TI
329
Trexquant Investment
Connecticut
$465K +$467K +4,424 New
PA
330
PSI Advisors
Florida
$464K -$21.1K -200 -4%
AF
331
Allworth Financial
California
$453K -$181K -1,711 -28%
KFS
332
Kelly Financial Services
Massachusetts
$451K +$45.8K +434 +11%
BMWM
333
Brown Miller Wealth Management
Virginia
$444K +$447K +4,235 New
RhumbLine Advisers
334
RhumbLine Advisers
Massachusetts
$441K -$24.7K -234 -5%
GFPC
335
Global Financial Private Client
Florida
$432K +$267K +2,532 +162%
CIAS
336
Capital Investment Advisory Services
North Carolina
$429K +$12K +114 +3%
PIMG
337
Patriot Investment Management Group
Tennessee
$426K -$29.9K -283 -7%
KCA
338
Karn Couzens & Associates
Connecticut
$419K +$4.33K +41 +1%
GIA
339
Gladstone Institutional Advisory
Florida
$418K +$141K +1,338 +51%
EWM
340
EPG Wealth Management
Georgia
$411K +$12.6K +119 +3%
Vontobel Holding
341
Vontobel Holding
Switzerland
$410K +$200K +1,900 +95%
MMM
342
Mendel Money Management
Illinois
$409K +$57K +540 +16%
PL
343
Plancorp LLC
Missouri
$391K +$2.43K +23 +0.6%
MWM
344
Meridian Wealth Management
Kentucky
$389K +$25.4K +241 +7%
MWM
345
MBE Wealth Management
Wisconsin
$388K -$5.38M -51,030 -93%
CPIG
346
Chicago Partners Investment Group
Illinois
$388K -$2.74K -26 -0.7%
JMPWA
347
JP Morgan Private Wealth Advisors
California
$385K +$386K +3,661 New
MSAGDF
348
Moneda SA Administradora General de Fondos
Chile
$381K -$240K -2,271 -39%
SAA
349
Southeast Asset Advisors
Georgia
$378K
GLA
350
Good Life Advisors
Pennsylvania
$375K +$377K +3,570 New