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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
376
Beacon Financial Advisory
Ohio
$490K -$17.1K -163 -4%
FAIM
377
Financial Advocates Investment Management
Washington
$487K -$871K -8,283 -66%
RWI
378
Red Wave Investments
Pennsylvania
$487K
MWM
379
Meridian Wealth Management
Kentucky
$486K +$41.1K +391 +10%
LFAS
380
Level Four Advisory Services
Texas
$481K +$29.4K +279 +7%
AF
381
Allworth Financial
California
$478K
JWBC
382
John W. Brooker & Co
California
$477K +$234K +2,227 +104%
KCA
383
Karn Couzens & Associates
Connecticut
$464K +$12.9K +123 +3%
BWP
384
Bernardo Wealth Planning
Pennsylvania
$460K +$32.2K +306 +8%
MIM
385
Macroview Investment Management
Maryland
$456K -$56.6K -538 -11%
Citadel Advisors
386
Citadel Advisors
Florida
$456K +$438K +4,162 New
WP
387
WealthPLAN Partners
Nebraska
$449K -$131K -1,244 -23%
EWM
388
EPG Wealth Management
Georgia
$448K +$16.4K +156 +4%
WT
389
Washington Trust
Rhode Island
$445K
HH
390
Hilltop Holdings
Texas
$443K +$210K +1,997 +97%
PL
391
Plancorp LLC
Missouri
$428K +$1.79K +17 +0.4%
GIA
392
Gladstone Institutional Advisory
Florida
$425K +$97.5K +927 +31%
CIAS
393
Capital Investment Advisory Services
North Carolina
$424K -$28.9K -275 -7%
EAMA
394
EFG Asset Management (Americas)
Florida
$423K -$81.9K -778 -17%
JMPWA
395
JP Morgan Private Wealth Advisors
California
$414K +$79.4K +755 +25%
IWM
396
IHT Wealth Management
Illinois
$406K -$44.6K -424 -10%
IC
397
Inscription Capital
Texas
$405K +$316 +3 +0.1%
FCA
398
FinTrust Capital Advisors
South Carolina
$402K -$110K -1,046 -22%
EIA
399
Eldridge Investment Advisors
New Hampshire
$395K
SAA
400
Southeast Asset Advisors
Georgia
$394K