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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LB
151
Leo Brokerage
Texas
$3.98M +$4.06M +38,019 New
HGWM
152
Horst & Graben Wealth Management
Oregon
$3.96M -$2.85M -26,702 -41%
Bank Julius Baer & Co
153
Bank Julius Baer & Co
Switzerland
$3.93M +$651K +6,094 +19%
KFS
154
Kelly Financial Services
Massachusetts
$3.93M +$3.49M +32,696 +675%
PFG
155
PAX Financial Group
Texas
$3.92M -$4.83M -45,207 -55%
ECM
156
Evergreen Capital Management
Washington
$3.88M +$748 +7 +0%
DADC
157
D.A. Davidson & Co
Montana
$3.86M +$3.95M +36,942 New
VWA
158
V Wealth Advisors
Kansas
$3.85M -$257K -2,402 -6%
ASN
159
Advisory Services Network
Georgia
$3.8M -$1.18M -11,006 -23%
DE
160
Day & Ennis
Georgia
$3.8M -$1.07M -10,017 -22%
SPAS
161
Spectrum Planning & Advisory Services
California
$3.78M +$103K +965 +3%
T
162
TCWP
Ohio
$3.71M -$1.79M -16,731 -32%
DT
163
Diversified Trust
Tennessee
$3.64M -$196K -1,834 -5%
SWG
164
Summit Wealth Group
Vermont
$3.63M +$317K +2,970 +9%
T
165
TNF
Montana
$3.62M -$1.91M -17,829 -33%
OAP
166
One Advisory Partners
Kansas
$3.59M -$3.1M -29,022 -46%
RSWM
167
Robertson Stephens Wealth Management
California
$3.56M -$744K -6,961 -17%
CFGS
168
Concourse Financial Group Securities
Alabama
$3.55M -$6.78M -63,472 -65%
USCWA
169
U.S. Capital Wealth Advisors
Texas
$3.54M +$3.62M +33,877 New
RVPG
170
Relative Value Partners Group
$3.54M +$527K +4,929 +17%
BAWC
171
Boyce & Associates Wealth Consulting
Texas
$3.54M +$3.62M +33,835 New
CWS
172
Cypress Wealth Services
California
$3.5M -$1.82M -17,023 -34%
LA
173
LVW Advisors
New York
$3.47M -$267K -2,498 -7%
SI
174
Stephens Inc
Arkansas
$3.45M +$150K +1,400 +4%
DWT
175
Dorsey & Whitney Trust
South Dakota
$3.4M