We are live on ! Find out more
VLUE icon

iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DE
151
Day & Ennis
Georgia
$3.85M +$267K +2,773 +8%
Bank Julius Baer & Co
152
Bank Julius Baer & Co
Switzerland
$3.71M +$918K +9,529 +36%
AAS
153
Avantax Advisory Services
Texas
$3.61M +$1.34M +13,946 +66%
CAG
154
Csenge Advisory Group
Florida
$3.54M +$3.25M +33,739 New
CSWG
155
Cardinal Strategic Wealth Guidance
Kentucky
$3.41M +$3.21M +33,276 New
EWA
156
EP Wealth Advisors
California
$3.34M +$3.14M +32,577 New
BHWM
157
Bay Harbor Wealth Management
Maryland
$3.33M +$149K +1,549 +5%
SXL
158
Summit X LLC
Missouri
$3.33M -$1.75M -18,167 -36%
Cetera Investment Advisers
159
Cetera Investment Advisers
Illinois
$3.32M -$3.4M -35,235 -52%
JIP
160
Jaffetilchin Investment Partners
Florida
$3.29M +$3.09M +32,068 New
MCIA
161
Mountain Capital Investment Advisors
Colorado
$3.25M +$411K +4,260 +16%
MCC
162
Money Concepts Capital
Florida
$3.19M +$2.98M +30,972 +24,977%
DWT
163
Dorsey & Whitney Trust
South Dakota
$3.18M +$2.99M +31,000 New
I
164
INVST
Indiana
$3.17M -$2.29M -23,741 -44%
SPAS
165
Spectrum Planning & Advisory Services
California
$3.16M +$323K +3,350 +12%
PWM
166
Perigon Wealth Management
California
$3.16M +$912K +9,464 +44%
LFAS
167
Level Four Advisory Services
Texas
$3.09M +$367K +3,804 +14%
ASN
168
Advisory Services Network
Georgia
$3.08M +$150K +1,561 +5%
SFBLI
169
Southern Farm Bureau Life Insurance
Mississippi
$3.06M +$2.88M +29,900 New
SPC
170
Sigma Planning Corp
Michigan
$3.03M +$1.33M +13,823 +88%
Millennium Management
171
Millennium Management
New York
$3.02M +$2.84M +29,519 New
WGCA
172
Wolf Group Capital Advisors
Virginia
$3.02M +$404K +4,191 +17%
SWG
173
Summit Wealth Group
Vermont
$3M +$230K +2,388 +9%
CAL
174
Capital Analysts LLC
Pennsylvania
$2.92M +$2.75M +28,509 New
OFG
175
Oxford Financial Group
Indiana
$2.92M +$2.74M +28,454 New