We are live on ! Find out more
VLUE icon

iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
176
Scissortail Wealth Management
Oklahoma
$991K +$1.01M +10,700 New
AWM
177
AE Wealth Management
Kansas
$981K -$805K -8,551 -45%
KWS
178
Keystone Wealth Services
California
$962K -$106K -1,126 -10%
GVAG
179
Great Valley Advisor Group
Delaware
$933K -$112K -1,187 -11%
SG
180
StoneX Group
New York
$910K +$134K +1,428 +17%
FCH
181
Freestone Capital Holdings
Washington
$899K -$102K -1,081 -10%
T
182
TNF
Montana
$885K -$155K -1,652 -15%
WWP
183
WR Wealth Planners
Missouri
$873K -$41K -436 -4%
CAG
184
Csenge Advisory Group
Florida
$849K -$66.9K -711 -7%
Citadel Advisors
185
Citadel Advisors
Florida
$848K -$3.4M -36,131 -80%
SWP
186
Stratos Wealth Partners
Ohio
$834K -$63.4K -674 -7%
PWA
187
Physician Wealth Advisors
Utah
$802K +$26K +276 +3%
GPA
188
Guerra Pan Advisors
New Jersey
$801K -$10.8K -115 -1%
SI
189
Saxon Interests
Texas
$790K +$803K +8,534 New
CW
190
CreativeOne Wealth
Kansas
$756K -$82.8K -880 -10%
CFGS
191
Concourse Financial Group Securities
Alabama
$722K -$417K -4,431 -36%
RhumbLine Advisers
192
RhumbLine Advisers
Massachusetts
$717K -$61.6K -655 -8%
Citigroup
193
Citigroup
New York
$712K +$37.6K +400 +5%
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$701K +$233K +2,471 +48%
UCFA
195
United Capital Financial Advisors
Texas
$700K -$155K -1,645 -18%
SWA
196
Stratos Wealth Advisors
Ohio
$699K -$81.3K -864 -10%
CPIG
197
Chicago Partners Investment Group
Illinois
$698K +$13.4K +142 +2%
WAP
198
Wealthcare Advisory Partners
Pennsylvania
$697K +$382K +4,063 +117%
TCA
199
Transcend Capital Advisors
New Jersey
$694K -$81.7K -868 -10%
RPSA
200
Richard P. Slaughter Associates
Texas
$689K -$44.7K -475 -6%