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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
PSI Advisors
Florida
$375K -$13K -186 -3%
CWM
202
Cabot Wealth Management
Massachusetts
$375K +$362K +5,194 New
RVPG
203
Relative Value Partners Group
$374K +$130K +1,864 +56%
SFM
204
Signet Financial Management
New Jersey
$371K +$70.9K +1,017 +26%
VC
205
Vicus Capital
Pennsylvania
$369K +$356K +5,106 New
WP
206
WealthPLAN Partners
Nebraska
$362K +$94.4K +1,354 +39%
FCA
207
FinTrust Capital Advisors
South Carolina
$362K +$349K +5,011 New
Citigroup
208
Citigroup
New York
$359K +$106K +1,525 +44%
TP
209
Tranquility Partners
Tennessee
$346K -$218K -3,128 -40%
MFW
210
Mosaic Family Wealth
Missouri
$345K +$333K +4,779 New
RG
211
Retirement Group
California
$344K +$331K +4,754 New
SP
212
Successful Portfolios
Florida
$338K +$326K +4,671 New
IWM
213
IHT Wealth Management
Illinois
$327K +$315K +4,518 New
VC
214
Veracity Capital
Georgia
$320K +$308K +4,423 New
PIMG
215
Patriot Investment Management Group
Tennessee
$300K +$54.3K +779 +23%
KWM
216
Kingsview Wealth Management
Oregon
$296K +$285K +4,091 New
RPC
217
Rossmore Private Capital
Connecticut
$293K +$20.9K +300 +8%
GSWM
218
Golden State Wealth Management
California
$288K +$230K +3,293 +474%
MCA
219
Magnolia Capital Advisors
Mississippi
$288K +$278K +3,988 New
PP
220
Palladium Partners
Virginia
$282K -$17.4K -250 -6%
VAG
221
VisionPoint Advisory Group
Texas
$272K +$259K +3,711 New
CWP
222
CFM Wealth Partners
Texas
$268K -$46.7K -670 -15%
FC
223
Ferris Capital
Massachusetts
$261K -$90.2K -1,294 -26%
PL
224
Plancorp LLC
Missouri
$260K -$96.6K -1,386 -28%
SAA
225
Southeast Asset Advisors
Georgia
$260K -$84.3K -1,210 -25%