We are live on ! Find out more
VLUE icon

iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TLFA
51
True Link Financial Advisors
California
$13.7M +$1.79M +19,307 +13%
FHA
52
First Horizon Advisors
Tennessee
$12M -$5.59M -60,269 -29%
MWM
53
Merriman Wealth Management
Washington
$11.8M -$509K -5,489 -4%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$11.8M -$4.06M -43,733 -23%
MML Investors Services
55
MML Investors Services
Massachusetts
$11.3M -$2.27M -24,468 -15%
DLIC
56
Daido Life Insurance Company
Japan
$11M
JP Morgan Chase
57
JP Morgan Chase
New York
$10.8M +$978K +10,545 +9%
IB
58
Intrust Bank
Kansas
$10.5M -$43.3K -467 -0.4%
ERWM
59
Elk River Wealth Management
Colorado
$10.1M +$720K +7,768 +7%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$9.9M +$10.7M +115,282 +2,031%
TC
61
Trilogy Capital
California
$9.76M +$227K +2,451 +2%
BMM
62
Berkshire Money Management
Massachusetts
$9.23M +$502K +5,414 +5%
MWP
63
Meridian Wealth Partners
Pennsylvania
$9M +$532K +5,735 +6%
AWS
64
Atria Wealth Solutions
New York
$8.75M -$216K -2,330 -2%
KAS
65
Kestra Advisory Services
Texas
$8.15M +$128K +1,385 +1%
Stifel Financial
66
Stifel Financial
Missouri
$8.06M -$521K -5,614 -5%
FIA
67
Foundations Investment Advisors
Arizona
$7.89M -$876K -9,445 -9%
WGCA
68
Wolf Group Capital Advisors
Virginia
$7.79M +$496K +5,344 +6%
SC
69
Savant Capital
Illinois
$7.57M -$87.1K -939 -1%
HF
70
HRT Financial
New York
$7.38M +$8.37M +90,218 New
EH
71
Equitable Holdings
New York
$7.33M +$1.66M +17,910 +25%
PCIG
72
Partners Capital Investment Group
Massachusetts
$7.26M +$2.88M +31,047 +54%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$6.79M +$2.44M +26,341 +47%
SPC
74
Sigma Planning Corp
Michigan
$6.78M -$2.35M -25,365 -23%
CPWA
75
Cerro Pacific Wealth Advisors
California
$6.65M +$2.91M +31,344 +63%