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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
151
Mutual Advisors
Nebraska
$1.09M -$11.6K -125 -1%
UB
152
UMB Bank
Missouri
$1.04M -$7.81K -84 -0.8%
KeyBank National Association
153
KeyBank National Association
Ohio
$1.02M +$8.83K +95 +0.9%
MFG
154
Merit Financial Group
Georgia
$1.01M -$39.7K -427 -4%
MWM
155
MorganRosel Wealth Management
Colorado
$1M -$32K -344 -3%
JSW
156
Journey Strategic Wealth
New Jersey
$987K +$120K +1,295 +15%
RSWM
157
Robertson Stephens Wealth Management
California
$978K -$311K -3,347 -26%
AIP
158
Almanack Investment Partners
Pennsylvania
$953K -$218K -2,340 -20%
CWS
159
Cypress Wealth Services
California
$925K -$55.9K -601 -6%
PWA
160
Physician Wealth Advisors
Utah
$886K +$5.02K +54 +0.6%
DWG
161
Darden Wealth Group
Michigan
$881K +$810K +8,713 New
VCM
162
Vision Capital Management
Oregon
$869K +$799K +8,593 New
SWP
163
Stratos Wealth Partners
Ohio
$860K -$69.7K -750 -8%
Millennium Management
164
Millennium Management
New York
$854K -$4.73M -50,824 -86%
MCA
165
Magnolia Capital Advisors
Mississippi
$849K +$76K +817 +11%
FHA
166
First Horizon Advisors
Tennessee
$843K -$287K -3,086 -27%
MGW
167
MB Generational Wealth
Washington
$836K +$769K +8,269 New
MFA
168
Mayflower Financial Advisors
Massachusetts
$829K -$133K -1,427 -15%
OWA
169
One Wealth Advisors
California
$802K -$145K -1,556 -16%
SB
170
Strategic Blueprint
Georgia
$795K -$221K -2,381 -23%
Northern Trust
171
Northern Trust
Illinois
$778K -$318K -3,423 -31%
SEIA
172
Signature Estate & Investment Advisors
California
$778K -$205K -2,203 -22%
Corient Private Wealth
173
Corient Private Wealth
Florida
$753K +$692K +7,444 New
MWM
174
Meridian Wealth Management
Kentucky
$750K -$226K -2,431 -25%
Cetera Investment Advisers
175
Cetera Investment Advisers
Illinois
$735K -$1.03M -11,118 -60%