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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAFM
151
Mid Atlantic Financial Management
Pennsylvania
$1.18M +$243K +3,273 +28%
SPC
152
Sigma Planning Corp
Michigan
$1.06M +$93.8K +1,262 +10%
Goldman Sachs
153
Goldman Sachs
New York
$1.04M +$1.05M +14,110 New
Lido Advisors
154
Lido Advisors
California
$1.02M +$463K +6,233 +82%
MYIA
155
Mount Yale Investment Advisors
Colorado
$1.01M +$72.7K +978 +8%
AWM
156
Alterna Wealth Management
Texas
$998K +$1.01M +13,524 New
CF
157
Centaurus Financial
California
$993K +$1M +13,459 New
CWM
158
Cornerstone Wealth Management
Missouri
$992K +$180K +2,417 +22%
AIP
159
Almanack Investment Partners
Pennsylvania
$987K +$903K +12,152 New
RSWM
160
Robertson Stephens Wealth Management
California
$976K +$205K +2,756 +26%
AWM
161
Aries Wealth Management
Maine
$927K +$2.15K +29 +0.2%
PFGIA
162
Patriot Financial Group Insurance Agency
Massachusetts
$914K +$178K +2,395 +24%
SWA
163
Stratos Wealth Advisors
Ohio
$905K +$272K +3,661 +43%
WWM
164
Windsor Wealth Management
Indiana
$887K +$52.7K +709 +6%
PA
165
PFG Advisors
Arizona
$878K +$391K +5,261 +84%
TPWA
166
TRUE Private Wealth Advisors
Oregon
$870K -$257K -3,461 -23%
IA
167
IFP Advisors
Florida
$853K +$190K +2,558 +28%
MIM
168
Macroview Investment Management
Maryland
$836K +$84.2K +1,133 +11%
PPP
169
Private Portfolio Partners
New Jersey
$836K +$115K +1,544 +16%
AWE
170
Avidian Wealth Enterprises
Texas
$812K +$119K +1,603 +17%
SAS
171
Sage Advisory Services
Texas
$767K -$20.6M -277,111 -96%
CAN
172
Cetera Advisor Networks
California
$761K +$270K +3,631 +54%
BAM
173
Belpointe Asset Management
Nevada
$749K +$111K +1,497 +17%
SI
174
Stephens Inc
Arkansas
$749K +$547K +7,357 +263%
TFS
175
TrustCore Financial Services
Tennessee
$734K -$183K -2,462 -20%