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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
201
Global Retirement Partners
California
$515K -$5.39K -49 -1%
CAAM
202
Cornerstone Advisors Asset Management
Pennsylvania
$506K +$7.48K +68 +1%
EP
203
Essential Planning
New Hampshire
$501K +$501K +4,550 New
CWM
204
Certus Wealth Management
California
$490K
MBT
205
Montecito Bank & Trust
California
$486K -$13.3K -121 -3%
Citigroup
206
Citigroup
New York
$481K +$33.3K +303 +7%
IAN
207
Integrated Advisors Network
Texas
$476K
FCA
208
FLC Capital Advisors
California
$473K
P
209
&Partners
Tennessee
$471K +$3.19K +29 +0.7%
MCWS
210
McKinley Carter Wealth Services
West Virginia
$468K -$2.53K -23 -0.5%
LIM
211
Leavell Investment Management
Alabama
$467K +$16.6K +151 +4%
GA
212
Goldstein Advisors
Wisconsin
$466K
AWA
213
Archvest Wealth Advisors
California
$456K +$1.21K +11 +0.3%
AWA
214
Arete Wealth Advisors
Illinois
$450K +$95.7K +870 +26%
WWG
215
West Wealth Group
California
$447K +$3.19K +29 +0.7%
RPSA
216
Richard P. Slaughter Associates
Texas
$445K -$27K -245 -5%
GPA
217
Guerra Pan Advisors
New Jersey
$435K +$220 +2 +0%
PK
218
Pflug Koory
Nebraska
$422K
STB
219
S&T Bank
Pennsylvania
$414K
RF
220
RHS Financial
California
$413K +$11.4K +104 +3%
UFA
221
US Financial Advisors
Massachusetts
$410K +$330 +3 +0.1%
AC
222
AWM Capital
Arizona
$410K
KPWS
223
Kestra Private Wealth Services
Texas
$405K -$2.86K -26 -0.7%
GLLW
224
Graves Light Lenhart Wealth
Virginia
$398K -$27.1K -246 -6%
Russell Investments Group
225
Russell Investments Group
United Kingdom
$397K +$123K +1,119 +42%