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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
551
Plante Moran Financial Advisors
Michigan
$37.6K – – –
SEP
552
Signature Equity Partners
Ohio
$37.3K -$1.43K -8 -4%
MFA
553
Morling Financial Advisors
California
$36.2K +$32.4K +181 New
IBOK
554
Independence Bank of Kentucky
Kentucky
$35.2K – – –
BBHC
555
Brown Brothers Harriman & Co
New York
$35K – – –
AWM
556
Abound Wealth Management
Tennessee
$33.4K – – –
GIA
557
GHP Investment Advisors
Colorado
$33.2K -$1.25K -7 -4%
CA
558
Crewe Advisors
Utah
$33K – – –
MWA
559
Medallion Wealth Advisors
Connecticut
$32.8K – – –
CA
560
Continuum Advisory
Idaho
$31.8K +$28.5K +159 New
VR
561
Vision Retirement
New Jersey
$31.6K -$2.51K -14 -8%
SWP
562
Strategic Wealth Partners
Ohio
$31.6K – – –
HPWM
563
High Point Wealth Management
New Jersey
$31.5K +$5.01K +28 +22%
CTWM
564
Cherry Tree Wealth Management
Minnesota
$30K – – –
CWP
565
Concord Wealth Partners
Virginia
$29.4K +$26.3K +147 New
AA
566
Ancora Advisors
Ohio
$29K – – –
WIM
567
Westside Investment Management
California
$29K – – –
SN
568
Sittner & Nelson
Oregon
$27.6K – – –
HFS
569
Hantz Financial Services
Michigan
$27K +$2.87K +16 +13%
TF
570
Tompkins Financial
New York
$25.6K – – –
UBS AM
571
UBS AM
Illinois
$23.8K – – –
FFA
572
Founders Financial Alliance
North Carolina
$23K – – –
GCM
573
Gables Capital Management
Florida
$23K – – –
TC
574
Trust Company
Kansas
$23K +$20.6K +115 New
VCM
575
Versant Capital Management
Arizona
$20.2K +$3.22K +18 +22%