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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
351
United Capital Financial Advisors
Texas
$374K +$70.5K +668 +23%
BWP
352
Bernardo Wealth Planning
Pennsylvania
$370K +$50.4K +478 +16%
AF
353
Apexium Financial
Texas
$368K
CWA
354
Centennial Wealth Advisory
Michigan
$368K +$369K +3,500 New
1WM
355
1900 Wealth Management
Texas
$362K +$363K +3,444 New
CFA
356
Carroll Financial Associates
North Carolina
$347K -$58.1K -551 -14%
PAM
357
Peak Asset Management
Colorado
$340K -$2.39M -22,702 -88%
DADC
358
D.A. Davidson & Co
Montana
$340K +$68.3K +647 +25%
EIA
359
Eldridge Investment Advisors
New Hampshire
$337K -$73.8K -700 -18%
EDRH
360
Edmond de Rothschild Holding
Switzerland
$337K
PK
361
Pflug Koory
Nebraska
$334K
GSWM
362
Golden State Wealth Management
California
$334K +$9.07K +86 +3%
TP
363
Tranquility Partners
Tennessee
$329K +$10.4K +99 +3%
AWA
364
Arkadios Wealth Advisors
Georgia
$327K +$311K +2,951 +1,736%
OFG
365
OmniStar Financial Group
North Carolina
$321K -$19.1K -181 -6%
PFA
366
Pinnacle Family Advisors
Missouri
$321K -$1.9K -18 -0.6%
Rockefeller Capital Management
367
Rockefeller Capital Management
New York
$316K +$19.2K +182 +6%
TA
368
TrueWealth Advisors
Alabama
$314K +$60.3K +572 +24%
William Blair & Company
369
William Blair & Company
Illinois
$312K +$105 +1 +0%
LNB
370
Ledyard National Bank
$311K +$1.58K +15 +0.5%
WFC
371
Western Financial Corp
California
$311K +$312K +2,962 New
NIC
372
Northwest Investment Counselors
Oregon
$309K
WW
373
Westshore Wealth
California
$307K
SCM
374
Southport Capital Management
Tennessee
$303K +$11.1K +105 +4%
SWP
375
Summit Wealth Partners
Florida
$301K +$302K +2,867 New