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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFO
201
Stokes Family Office
Louisiana
$479K -$28.4K -275 -6%
GLLW
202
Graves Light Lenhart Wealth
Virginia
$472K
IAN
203
Integrated Advisors Network
Texas
$470K -$2.58K -25 -0.5%
MCWS
204
McKinley Carter Wealth Services
West Virginia
$467K -$13.8K -134 -3%
FCA
205
FLC Capital Advisors
California
$464K
CWM
206
Certus Wealth Management
California
$461K
SB
207
Strategic Blueprint
Georgia
$459K -$99.9K -968 -18%
STB
208
S&T Bank
Pennsylvania
$458K
GA
209
Goldstein Advisors
Wisconsin
$456K +$11.8K +114 +3%
Fisher Asset Management
210
Fisher Asset Management
Washington
$453K +$451K +4,374 New
FFG
211
Foundry Financial Group
New Hampshire
$448K +$250K +2,418 +126%
Focus Partners Wealth
212
Focus Partners Wealth
Massachusetts
$444K +$47.8K +463 +13%
AWA
213
Arete Wealth Advisors
Illinois
$444K +$443K +4,291 New
AWA
214
Archvest Wealth Advisors
California
$442K -$29.3K -284 -6%
LIM
215
Leavell Investment Management
Alabama
$436K +$147K +1,424 +51%
WWG
216
West Wealth Group
California
$435K
HIP
217
HUB Investment Partners
Texas
$430K +$310 +3 +0.1%
WC
218
Waterloo Capital
Texas
$427K -$10.7K -104 -2%
GPA
219
Guerra Pan Advisors
New Jersey
$426K -$83.8K -812 -16%
IWM
220
IHT Wealth Management
Illinois
$408K -$111K -1,080 -21%
AC
221
AWM Capital
Arizona
$401K
FCFC
222
First Citizens Financial Corp
Iowa
$401K +$49K +475 +14%
CCA
223
Clearwater Capital Advisors
Illinois
$394K
TCM
224
TD Capital Management
Tennessee
$383K +$2.17K +21 +0.6%
SPC
225
Sigma Planning Corp
Michigan
$379K -$3.41K -33 -0.9%