We are live on ! Find out more
VLUE icon

iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$26.9M +$3.23M +33,498 +15%
MM
52
Main Management
California
$26.9M +$3.57K +37 +0%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$26.5M +$24.9M +258,182 New
JP Morgan Chase
54
JP Morgan Chase
New York
$26.4M +$11.5M +119,061 +86%
BWM
55
Baystate Wealth Management
Massachusetts
$25.5M +$23.9M +247,805 +27,565%
WP
56
WealthSource Partners
California
$25.1M -$175K -1,817 -0.7%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$23.7M +$1.9M +19,706 +9%
NA
58
NewEdge Advisors
Louisiana
$22.7M +$7.89M +81,883 +59%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$22.4M +$10.4M +107,557 +97%
Stifel Financial
60
Stifel Financial
Missouri
$22.1M +$11.4M +118,689 +123%
SCM
61
Stonehearth Capital Management
Massachusetts
$20.7M +$144K +1,494 +0.7%
CAM
62
Cresset Asset Management
Illinois
$20.3M +$812K +8,426 +4%
SFS
63
Strategic Financial Services
New York
$19.5M +$2.08M +21,619 +13%
MPW
64
MA Private Wealth
California
$19.5M -$929K -9,640 -5%
HIP
65
HUB Investment Partners
Texas
$19.4M +$18.2M +189,337 New
CG
66
CFO4Life Group
Texas
$18.2M +$16.7M +172,795 +3,418%
DLIC
67
Daido Life Insurance Company
Japan
$17.9M
WDL
68
Well Done LLC
Michigan
$17.7M +$555K +5,757 +3%
AWM
69
AE Wealth Management
Kansas
$16.2M +$769K +7,984 +5%
OWA
70
One Wealth Advisors
California
$15.7M +$14.2M +147,196 +2,318%
KAS
71
Kestra Advisory Services
Texas
$15.2M +$6.74M +69,913 +89%
IWS
72
Insight Wealth Strategies
California
$14M +$12.8M +132,424 +2,898%
FIA
73
Foundations Investment Advisors
Arizona
$13.4M +$1.5M +15,581 +14%
TC
74
Trilogy Capital
California
$13.4M -$229K -2,379 -2%
AI
75
Atria Investments
North Carolina
$12.4M -$1.31M -13,640 -10%