We are live on ! Find out more
VLUE icon

iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
476
Pathstone Holdings
New Jersey
$237K +$213K +1,188 New
NWA
477
Northwest Wealth Advisors
Washington
$235K +$210K +1,175 New
NB
478
NBT Bank
New York
$232K -$9.85K -55 -5%
MNA
479
Manning & Napier Advisors
New York
$231K
BWS
480
Buck Wealth Strategies
Colorado
$231K +$207K +1,156 New
AOWM
481
Asset One Wealth Management
Washington
$230K +$215K +1,200 New
SAM
482
Seelaus Asset Management
New Jersey
$228K +$205K +1,143 New
AWM
483
Atticus Wealth Management
Florida
$227K +$204K +1,137 New
PWG
484
Portside Wealth Group
Utah
$227K +$203K +1,136 New
Millennium Management
485
Millennium Management
New York
$226K -$2.02M -11,300 -91%
VPW
486
Vaquero Private Wealth
Texas
$224K +$201K +1,120 New
WANY
487
Wealthspire Advisors (New York)
New York
$223K +$200K +1,116 New
TCM
488
TD Capital Management
Tennessee
$220K -$21.7K -121 -10%
OFO
489
OneAscent Family Office
Alabama
$220K +$197K +1,100 New
TCA
490
Transcend Capital Advisors
New Jersey
$219K +$197K +1,098 New
KA
491
Klingman & Associates
New York
$219K +$196K +1,097 New
WIA
492
Wetzel Investment Advisors
Indiana
$218K +$196K +1,092 New
SWM
493
Selective Wealth Management
Virginia
$217K +$205K +1,146 New
IIA
494
IPG Investment Advisors
California
$213K +$191K +1,065 New
IA
495
IAM Advisory
Pennsylvania
$212K +$190K +1,063 New
VA
496
Valmark Advisers
Ohio
$212K +$190K +1,060 New
CCA
497
Conservest Capital Advisors
Pennsylvania
$209K +$188K +1,047 New
SF
498
Succession Financial
Texas
$208K +$186K +1,041 New
RWM
499
RMG Wealth Management
Wisconsin
$207K
OC
500
Oppenheimer & Co
New York
$205K +$184K +1,027 New