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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
551
Reyes Financial Architecture
California
$284 +$293 +2 New
RWS
552
Retirement Wealth Solutions
Wisconsin
$215 – – –
MWA
553
Merkkuri Wealth Advisors
New York
$190 +$147 +1 New
VFM
554
Vision Financial Markets
Connecticut
$143 – – –
TPCW
555
TD Private Client Wealth
New York
$98 – – –
Caisse de Depot et Placement du Quebec (CDPQ)
556
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$57.1M -417,950 Closed
Mirae Asset Global Investments
557
Mirae Asset Global Investments
South Korea
– -$2.99M -21,900 Closed
Citadel Advisors
558
Citadel Advisors
Florida
– -$2.61M -17,823 Closed
OAS
559
Optivise Advisory Services
Tennessee
– -$2.22M -16,268 Closed
Renaissance Technologies
560
Renaissance Technologies
New York
– -$1.98M -14,500 Closed
TLFA
561
True Link Financial Advisors
California
– -$1.66M -12,128 Closed
SMA
562
Seven Mile Advisory
New Jersey
– -$1.05M -7,662 Closed
WAP
563
Wealthcare Advisory Partners
Pennsylvania
– -$861K -6,300 Closed
GFG
564
Goldstone Financial Group
Illinois
– -$841K -6,147 Closed
Marshall Wace
565
Marshall Wace
United Kingdom
– -$814K -5,956 Closed
JFG
566
Jefferies Financial Group
New York
– -$804K -5,883 Closed
IAN
567
Integrated Advisors Network
Texas
– -$595K -4,354 Closed
CI
568
CPR Investments
Michigan
– -$510K -3,731 Closed
IA
569
IFG Advisory
Georgia
– -$413K -3,020 Closed
IWM
570
Iams Wealth Management
Nebraska
– -$364K -2,659 Closed
CCAL
571
City Center Advisors LLC
Michigan
– -$254K -1,857 Closed
FEM
572
Fulcrum Equity Management
Texas
– -$254K -1,857 Closed
BIG
573
Brookwood Investment Group
Arizona
– -$251K -1,835 Closed
MA
574
Modus Advisors
Minnesota
– -$137K -1,000 Closed
VWWMG
575
Vermillion & White Wealth Management Group
Pennsylvania
– -$118K -860 Closed