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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
151
Atria Wealth Solutions
New York
$1.12M +$269K +2,447 +30%
DFA
152
DHK Financial Advisors
New Hampshire
$1.1M +$8.03K +73 +0.7%
CW
153
CreativeOne Wealth
Kansas
$1.1M -$80.7K -733 -7%
MFG
154
Merit Financial Group
Georgia
$1.05M +$360K +3,272 +49%
AC
155
Avant Capital
Louisiana
$1.04M +$1.09M +9,870 New
PWA
156
Physician Wealth Advisors
Utah
$1.01M +$21.5K +195 +2%
IWB
157
Innovative Wealth Building
Maryland
$1M +$1.05M +9,500 New
AIP
158
Almanack Investment Partners
Pennsylvania
$995K
FLPIM
159
F.L. Putnam Investment Management
Massachusetts
$989K -$36.2K -329 -3%
O3W
160
Omni 360 Wealth
New Jersey
$915K -$12.7K -115 -1%
VCM
161
Vision Capital Management
Oregon
$908K
PL
162
Plancorp LLC
Missouri
$897K +$190K +1,728 +26%
Jane Street
163
Jane Street
New York
$880K +$917K +8,329 New
GVAG
164
Great Valley Advisor Group
Delaware
$866K -$42.5K -386 -4%
MGW
165
MB Generational Wealth
Washington
$851K
IAS
166
Insigneo Advisory Services
Florida
$849K -$439K -3,993 -33%
Northern Trust
167
Northern Trust
Illinois
$843K -$7.26K -66 -0.8%
OWA
168
One Wealth Advisors
California
$831K -$85.2K -774 -9%
MWM
169
Meridian Wealth Management
Kentucky
$823K -$143K -1,298 -14%
AI
170
Atria Investments
North Carolina
$803K -$110 -1 -0%
AWM
171
Able Wealth Management
New Jersey
$787K +$820K +7,448 New
AFP
172
Ausdal Financial Partners
Iowa
$780K
CWS
173
Cypress Wealth Services
California
$777K -$10.6K -96 -1%
RSWM
174
Robertson Stephens Wealth Management
California
$776K +$61.1K +555 +8%
FFA
175
Farther Finance Advisors
California
$766K -$99.9K -908 -11%