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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
201
Kestra Private Wealth Services
Texas
$1.36M -$36.1K -365 -2%
SWM
202
Spire Wealth Management
Virginia
$1.32M -$1.42M -14,363 -50%
Creative Planning
203
Creative Planning
Kansas
$1.25M +$53.5K +541 +4%
CFS
204
Cannon Financial Strategists
Georgia
$1.23M +$1.35M +13,623 New
HI
205
Harbour Investments
Wisconsin
$1.21M +$1.33M +13,398 New
CAAM
206
Cornerstone Advisors Asset Management
Pennsylvania
$1.19M +$11.2K +113 +0.9%
Mariner
207
Mariner
Kansas
$1.19M -$383K -3,876 -23%
SWA
208
Stratos Wealth Advisors
Ohio
$1.18M -$1.14M -11,485 -47%
WA
209
Waddell & Associates
Tennessee
$1.18M -$55.2M -558,355 -98%
MCC
210
Money Concepts Capital
Florida
$1.18M -$246K -2,492 -16%
CWM
211
Cabot Wealth Management
Massachusetts
$1.17M +$28.4K +287 +2%
FPGK
212
Financial Partners Group (Kansas)
Kansas
$1.14M -$25.3K -256 -2%
GVAG
213
Great Valley Advisor Group
Delaware
$1.14M +$84.8K +857 +7%
SWP
214
Stratos Wealth Partners
Ohio
$1.13M -$52.8K -534 -4%
WWM
215
Windsor Wealth Management
Indiana
$1.13M +$35.7K +361 +3%
VA
216
Valmark Advisers
Ohio
$1.12M -$219K -2,213 -15%
AC
217
Avant Capital
Louisiana
$1.11M +$2.18K +22 +0.2%
PWM
218
Perigon Wealth Management
California
$1.1M -$1.13M -11,434 -48%
AIP
219
Almanack Investment Partners
Pennsylvania
$1.1M
CFGS
220
Concourse Financial Group Securities
Alabama
$1.06M -$2.2M -22,273 -66%
LWP
221
Legacy Wealth Planning
Nevada
$1.02M -$10.9M -110,652 -91%
Rockefeller Capital Management
222
Rockefeller Capital Management
New York
$1M +$870K +8,795 +380%
SWP
223
ShoreHaven Wealth Partners
New Jersey
$987K -$152K -1,538 -12%
NRW
224
Nova R Wealth
Kansas
$977K -$947K -9,576 -47%
OPS
225
Orion Portfolio Solutions
Nebraska
$973K -$1.07M -10,847 -50%