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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
126
Stifel Financial
Missouri
$342K +$41.5K +513 +10%
PA
127
PSI Advisors
Florida
$339K -$176K -2,183 -29%
LFAS
128
Level Four Advisory Services
Texas
$334K -$199K -2,467 -32%
APA
129
American Portfolios Advisors
New York
$334K +$10.8K +133 +3%
Baird Financial Group
130
Baird Financial Group
Wisconsin
$330K -$4.2M -51,901 -91%
CPO
131
Cerity Partners OCIO
New York
$317K +$61.8K +764 +18%
PL
132
Plancorp LLC
Missouri
$314K +$403K +4,983 New
FC
133
Ferris Capital
Massachusetts
$309K +$16.2K +201 +4%
MWM
134
Merriman Wealth Management
Washington
$306K +$392K +4,850 New
SAA
135
Southeast Asset Advisors
Georgia
$303K
PP
136
Prudential plc
United Kingdom
$302K -$445K -5,500 -53%
SWA
137
Stratos Wealth Advisors
Ohio
$280K +$15.7K +194 +5%
FWP
138
FAS Wealth Partners
Kansas
$279K
CWP
139
CFM Wealth Partners
Texas
$276K -$61.2K -757 -15%
IB
140
Intrust Bank
Kansas
$265K +$21.2K +262 +7%
PP
141
Palladium Partners
Virginia
$261K -$19.8K -245 -6%
SFM
142
Signet Financial Management
New Jersey
$259K +$13.3K +165 +4%
WA
143
Waddell & Associates
Tennessee
$256K -$1.37M -16,932 -81%
EIA
144
Eldridge Investment Advisors
New Hampshire
$254K -$20.3K -251 -6%
JMPWA
145
JP Morgan Private Wealth Advisors
California
$250K -$27.5K -340 -8%
Lido Advisors
146
Lido Advisors
California
$244K +$127K +1,570 +68%
RPC
147
Rossmore Private Capital
Connecticut
$236K +$303K +3,750 New
WP
148
WealthPLAN Partners
Nebraska
$227K +$277K +3,429 New
Simplex Trading
149
Simplex Trading
Illinois
$223K +$274K +3,388 +2,158%
Prudential Financial
150
Prudential Financial
New Jersey
$221K -$2.36M -29,201 -89%