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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
326
Selective Wealth Management
Virginia
$324K -$31.4K -317 -8%
PK
327
Pflug Koory
Nebraska
$320K +$35.3K +357 +11%
I
328
INVST
Indiana
$319K -$1.59M -16,088 -83%
TWM
329
Tradition Wealth Management
Minnesota
$318K -$658K -6,655 -65%
BWM
330
BCGM Wealth Management
Indiana
$313K +$6.03K +61 +2%
CWA
331
Centennial Wealth Advisory
Michigan
$310K -$179K -1,812 -35%
BPA
332
Beacon Pointe Advisors
California
$308K -$107K -1,081 -24%
HWMA
333
Heritage Wealth Management (Arizona)
Arizona
$300K -$38.1K -385 -10%
EWM
334
EPG Wealth Management
Georgia
$299K -$88.1K -891 -21%
BOPW
335
Brandywine Oak Private Wealth
Pennsylvania
$293K -$3.17K -32 -1%
AWM
336
Angeles Wealth Management
California
$292K -$223K -2,255 -41%
KA
337
Kovack Advisors
Florida
$292K -$187K -1,895 -37%
MWM
338
MBE Wealth Management
Wisconsin
$292K +$21.5K +217 +7%
MFG
339
Magnus Financial Group
New York
$292K +$319K +3,222 New
AWE
340
Avidian Wealth Enterprises
Texas
$291K -$646K -6,529 -67%
TI
341
Trexquant Investment
Connecticut
$290K +$317K +3,206 New
PWMG
342
Provence Wealth Management Group
California
$288K -$818K -8,274 -72%
DZ Bank
343
DZ Bank
Germany
$284K -$500K -5,060 -62%
PPW
344
Pinnacle Private Wealth
Massachusetts
$284K +$311K +3,140 New
AWA
345
Archvest Wealth Advisors
California
$282K -$4.35K -44 -1%
LFAS
346
Level Four Advisory Services
Texas
$280K -$8.31K -84 -3%
BFEC
347
Benjamin F. Edwards & Company
Missouri
$279K -$251K -2,543 -45%
CWA
348
Clearview Wealth Advisors
Oregon
$275K -$1.23M -12,464 -80%
AF
349
Advisornet Financial
Minnesota
$272K -$1.05M -10,634 -78%
VCP
350
Verus Capital Partners
Arizona
$270K -$139K -1,409 -32%