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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
151
Farther Finance Advisors
California
$1.41M -$351K -3,731 -20%
RJT
152
Raymond James Trust
Florida
$1.37M +$87.2K +927 +7%
SIM
153
Strategic Investment Management
Virginia
$1.32M
JWCA
154
J.W. Cole Advisors
Florida
$1.31M -$56.8K -604 -4%
CFS
155
Cannon Financial Strategists
Georgia
$1.29M +$674K +7,157 +106%
NCM
156
NCM Capital Management
New Jersey
$1.25M -$350K -3,722 -22%
MFA
157
Mayflower Financial Advisors
Massachusetts
$1.23M -$558K -5,934 -31%
JSW
158
Journey Strategic Wealth
New Jersey
$1.2M -$2.16M -22,907 -64%
Baird Financial Group
159
Baird Financial Group
Wisconsin
$1.2M -$144K -1,530 -11%
Creative Planning
160
Creative Planning
Kansas
$1.19M -$122K -1,291 -9%
CWS
161
Cypress Wealth Services
California
$1.18M -$528K -5,612 -31%
HI
162
Harbour Investments
Wisconsin
$1.18M +$305K +3,238 +34%
William Blair & Company
163
William Blair & Company
Illinois
$1.13M +$38K +404 +3%
JMPWA
164
JP Morgan Private Wealth Advisors
California
$1.13M +$114K +1,216 +11%
AIP
165
Almanack Investment Partners
Pennsylvania
$1.12M -$4.14K -44 -0.4%
WMS
166
Wealth Management Solutions
Pennsylvania
$1.12M -$1.63M -17,309 -59%
OWA
167
One Wealth Advisors
California
$1.1M -$365K -3,876 -25%
MFG
168
Merit Financial Group
Georgia
$1.09M -$155K -1,651 -12%
CAAM
169
Cornerstone Advisors Asset Management
Pennsylvania
$1.06M +$20.9K +222 +2%
AC
170
Avant Capital
Louisiana
$1.06M -$6.96K -74 -0.6%
AA
171
Addison Advisors
Vermont
$1.04M +$1.06M +11,270 New
AI
172
Atria Investments
North Carolina
$1.01M -$650K -6,908 -39%
WF
173
Warner Financial
Maryland
$1.01M +$253K +2,684 +33%
Wealth Enhancement Advisory Services
174
Wealth Enhancement Advisory Services
Minnesota
$998K +$33K +351 +3%
WWM
175
Windsor Wealth Management
Indiana
$993K