We are live on ! Find out more
VLUE icon

iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$1.84M +$201K +2,710 +13%
BHWM
127
Bay Harbor Wealth Management
Maryland
$1.81M +$375K +5,042 +26%
WGCA
128
Wolf Group Capital Advisors
Virginia
$1.78M +$508K +6,842 +40%
CCMG
129
Clark Capital Management Group
Pennsylvania
$1.76M +$1.78M +23,922 New
AF
130
Advisornet Financial
Minnesota
$1.76M +$46.4K +625 +3%
TF
131
Trek Financial
Arizona
$1.68M +$122K +1,641 +8%
AAS
132
Avantax Advisory Services
Texas
$1.63M +$1.64M +22,118 New
Bank Julius Baer & Co
133
Bank Julius Baer & Co
Switzerland
$1.6M +$749K +10,073 +86%
PAM
134
Peak Asset Management
Colorado
$1.58M +$1.2M +16,161 +305%
Baird Financial Group
135
Baird Financial Group
Wisconsin
$1.58M +$96.5K +1,299 +6%
RPSA
136
Richard P. Slaughter Associates
Texas
$1.55M -$869K -11,697 -36%
MBT
137
Montecito Bank & Trust
California
$1.54M +$58.6K +789 +4%
Citadel Advisors
138
Citadel Advisors
Florida
$1.51M +$1.52M +20,497 New
RCA
139
Rowland Carmichael Advisors
Arizona
$1.5M +$87.6K +1,179 +6%
MCM
140
Mattern Capital Management
Colorado
$1.47M -$10.9K -147 -0.7%
VHAM
141
Van Hulzen Asset Management
California
$1.43M +$201K +2,699 +16%
Truist Financial
142
Truist Financial
North Carolina
$1.42M -$1.1M -14,796 -43%
VWM
143
Venturi Wealth Management
Texas
$1.34M +$387K +5,202 +40%
KPWS
144
Kestra Private Wealth Services
Texas
$1.33M +$1.34M +18,026 New
SC
145
Scotia Capital
Ontario, Canada
$1.28M +$73.4K +987 +6%
ASN
146
Advisory Services Network
Georgia
$1.27M +$139K +1,876 +12%
CAS
147
Cascadia Advisory Services
Oregon
$1.27M +$239K +3,212 +23%
SCA
148
Snowden Capital Advisors
New York
$1.23M -$4.09K -55 -0.3%
TCA
149
Transcend Capital Advisors
New Jersey
$1.23M +$327K +4,396 +36%
IFG
150
Independent Financial Group
California
$1.22M -$943K -12,693 -43%