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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PS
426
Planned Solutions
California
$297K +$285K +2,709 New
VR
427
Viridian RIA
Washington
$296K +$284K +2,700 New
CBFP
428
Cedar Brook Financial Partners
Ohio
$293K +$281K +2,675 New
BIA
429
Bell Investment Advisors
California
$291K +$6.31K +60 +2%
FPW
430
Flagship Private Wealth
Massachusetts
$284K
MW
431
Marcum Wealth
Ohio
$284K +$273K +2,597 New
PCP
432
Proficio Capital Partners
Massachusetts
$284K +$273K +2,598 New
PB
433
Pinnacle Bancorp
Nebraska
$282K
HWA
434
HCR Wealth Advisors
California
$280K +$269K +2,559 New
DC
435
Davenport & Co
Virginia
$280K +$269K +2,561 New
WFC
436
Western Financial Corp
California
$279K -$51.1K -486 -16%
JIP
437
Jaffetilchin Investment Partners
Florida
$279K +$1.16K +11 +0.4%
MWM
438
MorganRosel Wealth Management
Colorado
$275K
AAS
439
Ameritas Advisory Services
Nebraska
$275K +$264K +2,508 New
TA
440
TrueWealth Advisors
Alabama
$274K -$55.1K -524 -17%
Squarepoint
441
Squarepoint
New York
$274K +$263K +2,500 New
Rockefeller Capital Management
442
Rockefeller Capital Management
New York
$273K +$58K +551 +28%
BOPW
443
Brandywine Oak Private Wealth
Pennsylvania
$261K
HWM
444
Hohimer Wealth Management
Washington
$259K +$249K +2,370 New
TC
445
TownSquare Capital
Utah
$257K +$247K +2,348 New
KM
446
Kalos Management
Georgia
$256K +$2.42K +23 +1%
SS
447
Sunbelt Securities
Texas
$252K -$2.42K -23 -1%
RhumbLine Advisers
448
RhumbLine Advisers
Massachusetts
$250K -$292K -2,779 -55%
PFA
449
Pinnacle Family Advisors
Missouri
$248K -$81.4K -774 -25%
SC
450
Siena Capital
Ohio
$248K +$238K +2,262 New