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iShares US Equity Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
176
Morse Asset Management
Connecticut
$173K
KFGK
177
Keystone Financial Group (Kentucky)
Kentucky
$168K +$161K +2,426 New
EWA
178
EverSource Wealth Advisors
Alabama
$160K -$2.52K -38 -2%
GAG
179
Goodman Advisory Group
Massachusetts
$159K -$21.3K -321 -12%
SRCM
180
Signature Resources Capital Management
California
$146K -$171K -2,568 -55%
GWM
181
Geneos Wealth Management
Colorado
$116K
JFA
182
JNBA Financial Advisors
Minnesota
$112K
CA
183
Clearstead Advisors
Ohio
$105K
BC
184
Barrett & Company
Rhode Island
$82.6K -$19.9K -300 -20%
AssetMark Inc
185
AssetMark Inc
California
$77.8K +$12.4K +186 +20%
SS
186
Sunbelt Securities
Texas
$71.3K -$8.77K -132 -11%
William Blair & Company
187
William Blair & Company
Illinois
$57.4K -$3.99K -60 -7%
MG
188
Mather Group
Illinois
$52.9K +$50.9K +766 New
IF
189
Integrity Financial
Wyoming
$40.9K +$66 +1 +0.2%
BAM
190
Bellevue Asset Management
Washington
$40.4K -$4.25K -64 -10%
AT
191
Avalon Trust
New Mexico
$40.1K
CFD
192
Creative Financial Designs
Indiana
$33K
PS
193
Principal Securities
Iowa
$30.3K +$4.19K +63 +17%
WWM
194
Wolff Wiese Magana
California
$29K
HBW
195
Hazlett, Burt & Watson
West Virginia
$24K +$66 +1 +0.3%
BBHC
196
Brown Brothers Harriman & Co
New York
$23.6K
AWM
197
AE Wealth Management
Kansas
$23.6K +$1.13K +17 +5%
CT
198
Caldwell Trust
Florida
$23.1K
RWM
199
Rialto Wealth Management
New York
$23.1K -$1.66K -25 -7%
SAM
200
Smartleaf Asset Management
Massachusetts
$22.3K