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iShares US Equity Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Modern Wealth Management
Kansas
$19.7M +$3.9M +65,780 +27%
BWCS
27
Beirne Wealth Consulting Services
Connecticut
$19.6M -$1.84M -30,990 -9%
LPL Financial
28
LPL Financial
California
$19M +$4.58M +77,220 +35%
AIM
29
Acropolis Investment Management
Missouri
$14.7M +$1.3M +21,991 +11%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$14M +$5.29M +89,176 +69%
DI
31
DDFG Inc
California
$14M +$286K +4,819 +2%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$13.8M +$277K +4,663 +2%
FM
33
Foster & Motley
Ohio
$13.2M -$210K -3,534 -2%
SFGP
34
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$12.1M -$1.71M -28,876 -13%
WIA
35
World Investment Advisors
California
$11.8M +$1.37M +23,028 +14%
HighTower Advisors
36
HighTower Advisors
Illinois
$10.7M -$177K -2,982 -2%
FCT
37
Family Capital Trust
Massachusetts
$10.3M -$39.7K -670 -0.4%
LWA
38
LifeGoal Wealth Advisors
New York
$9.96M +$2.35M +39,542 +34%
Two Sigma Investments
39
Two Sigma Investments
New York
$9.73M +$9M +151,700 New
Citigroup
40
Citigroup
New York
$9.47M +$605K +10,201 +7%
BlackRock
41
BlackRock
New York
$9.05M -$2.19K -37 -0%
OO
42
Obsido Oy
$9.01M +$364K +6,133 +5%
Corient Private Wealth
43
Corient Private Wealth
Florida
$8.54M +$98.7K +1,664 +1%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$8.29M -$2.77M -46,770 -27%
HWM
45
HB Wealth Management
Georgia
$7.87M -$1.5M -25,249 -17%
PA
46
Parallel Advisors
California
$7.79M +$1.29M +21,692 +22%
Raymond James Financial
47
Raymond James Financial
Florida
$7.68M +$152K +2,560 +2%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$7.41M +$4.61M +77,706 +206%
FAM
49
Forte Asset Management
New York
$7.27M +$243K +4,105 +4%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$7M +$224K +3,774 +4%