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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWS
201
Keystone Wealth Services
California
$552K -$33.7K -362 -6%
SAM
202
Smartleaf Asset Management
Massachusetts
$542K +$496K +5,337 New
AWA
203
Arkadios Wealth Advisors
Georgia
$541K -$30K -323 -6%
NA
204
NewEdge Advisors
Louisiana
$536K +$107K +1,154 +28%
TWP
205
Tyche Wealth Partners
Texas
$534K +$491K +5,277 New
Citigroup
206
Citigroup
New York
$530K -$20.4K -219 -4%
GRP
207
Global Retirement Partners
California
$526K -$4.93K -53 -1%
SC
208
Scotia Capital
Ontario, Canada
$516K +$264K +2,835 +125%
SFO
209
Stokes Family Office
Louisiana
$509K -$488K -5,249 -51%
GAM
210
GEM Asset Management
Michigan
$493K +$148K +1,596 +49%
AWM
211
Alterna Wealth Management
Texas
$489K +$10.7K +115 +2%
NRW
212
Nova R Wealth
Kansas
$489K -$19K -204 -4%
MCWS
213
McKinley Carter Wealth Services
West Virginia
$479K
IWM
214
IHT Wealth Management
Illinois
$478K -$64.7K -696 -13%
GA
215
Goldstein Advisors
Wisconsin
$471K +$6.14K +66 +1%
PIMG
216
Patriot Investment Management Group
Tennessee
$468K -$317K -3,412 -42%
GLLW
217
Graves Light Lenhart Wealth
Virginia
$464K
IAN
218
Integrated Advisors Network
Texas
$462K
AWA
219
Archvest Wealth Advisors
California
$460K +$3.81K +41 +0.9%
AWM
220
AE Wealth Management
Kansas
$459K -$47.5K -511 -10%
FCA
221
FLC Capital Advisors
California
$453K -$250K -2,690 -38%
AWA
222
Arete Wealth Advisors
Illinois
$452K -$3.9K -42 -0.9%
STB
223
S&T Bank
Pennsylvania
$448K -$22.3K -240 -5%
LFAS
224
Level Four Advisory Services
Texas
$447K -$2.88K -31 -0.7%
WWP
225
WR Wealth Planners
Missouri
$444K -$383K -4,120 -48%