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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%
CWP
564
Concord Wealth Partners
Virginia
$29.4K +$26.3K +147 New
AA
565
Ancora Advisors
Ohio
$29K
WIM
566
Westside Investment Management
California
$29K
SN
567
Sittner & Nelson
Oregon
$27.6K
HFS
568
Hantz Financial Services
Michigan
$27K +$2.87K +16 +13%
TF
569
Tompkins Financial
New York
$25.6K
UBS AM
570
UBS AM
Illinois
$23.8K
FFA
571
Founders Financial Alliance
North Carolina
$23K
GCM
572
Gables Capital Management
Florida
$23K
TC
573
Trust Company
Kansas
$23K +$20.6K +115 New
VCM
574
Versant Capital Management
Arizona
$20.2K +$3.22K +18 +22%
MIM
575
MTM Investment Management
South Carolina
$19.6K