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iShares US Equity Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
101
Smith Salley Wealth Management
North Carolina
$1.33M
ECA
102
Elevation Capital Advisory
Oregon
$1.33M +$1.1M +15,828 +482%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$1.23M +$371K +5,349 +43%
FFA
104
First Foundation Advisors
California
$1.2M -$35K -505 -3%
ASN
105
Advisory Services Network
Georgia
$1.19M +$346 +5 +0%
PS
106
Planned Solutions
California
$1.11M -$195K -2,820 -15%
NA
107
NewEdge Advisors
Louisiana
$1.09M +$2.91K +42 +0.3%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$1.03M +$443K +6,388 +75%
MFG
109
Merit Financial Group
Georgia
$1,000K +$3.33K +48 +0.3%
VCM
110
Versant Capital Management
Arizona
$900K
PAG
111
Private Advisor Group
New Jersey
$865K -$5.96K -86 -0.7%
SF
112
Summit Financial
New Jersey
$863K
KWM
113
Kaydan Wealth Management
Michigan
$859K -$35.3K -509 -4%
SFS
114
Sowell Financial Services
Arkansas
$845K -$23.8K -344 -3%
TP
115
Tranquility Partners
Tennessee
$828K -$48.1K -695 -6%
KAS
116
Kestra Advisory Services
Texas
$811K +$79.7K +1,150 +11%
BA
117
Bellwether Advisors
Nebraska
$810K +$93.2K +1,346 +13%
BSSFA
118
Baron Silver Stevens Financial Advisors
Florida
$779K
MML Investors Services
119
MML Investors Services
Massachusetts
$759K +$27.6K +399 +4%
SIC
120
Sterling Investment Counsel
New York
$755K
TPWM
121
Twelve Points Wealth Management
Massachusetts
$736K -$69 -1 -0%
ALA
122
Atlas Legacy Advisors
California
$736K
AWM
123
Axxcess Wealth Management
California
$736K +$734K +10,598 New
HA
124
Herold Advisors
New York
$720K +$442K +6,384 +160%
JWM
125
JGP Wealth Management
Oregon
$713K +$169K +2,446 +31%