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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
351
Kayne Anderson Rudnick Investment Management
California
$42K – – –
VFA
352
Valeo Financial Advisors
Indiana
$41K +$22K +270 +135%
AAP
353
Arax Advisory Partners
Colorado
$37K +$244 +3 +0.7%
BW
354
Bison Wealth
Georgia
$37K +$24.8K +305 +244%
VCM
355
Vigilant Capital Management
Maine
$31K +$29.1K +358 New
SWM
356
Sugarloaf Wealth Management
Georgia
$23K – – –
AP
357
Atwood & Palmer
Missouri
$22K +$20.3K +249 New
HNB
358
Huntington National Bank
Ohio
$21K – – –
SFG
359
Sowa Financial Group
Rhode Island
$21K – – –
EIP
360
Ellis Investment Partners
Pennsylvania
$21K +$17.5K +215 +827%
Simplex Trading
361
Simplex Trading
Illinois
$21K +$20.6K +253 New
SFSIG
362
San Francisco Sentry Investment Group
California
$18K – – –
JAWM
363
J. Arnold Wealth Management
Ohio
$18K +$17.2K +211 New
AW
364
Avion Wealth
Texas
$16K – – –
PMFA
365
Plante Moran Financial Advisors
Michigan
$16K +$14.9K +183 New
BA
366
Bellwether Advisors
Nebraska
$16K +$15.4K +189 New
AWA
367
Arkadios Wealth Advisors
Georgia
$14K +$1.63K +20 +13%
RPCA
368
Running Point Capital Advisors
California
$13K +$11.8K +145 New
GEA
369
Glen Eagle Advisors
New Jersey
$11.3K -$2.69K -33 -20%
MCC
370
Money Concepts Capital
Florida
$11K +$10.1K +124 New
CFB
371
Cullen/Frost Bankers
Texas
$10K – – –
William Blair & Company
372
William Blair & Company
Illinois
$10K +$8.14K +100 +1,000%
TFGT
373
TS Financial Group (TSFG)
Illinois
$9K – – –
LDFR
374
Lehman & Derafelo Financial Resources
Pennsylvania
$9K +$81 +1 +0.9%
GT
375
Glenmede Trust
Pennsylvania
$8K – – –