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iShares US Equity Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WW
176
Wright Wealth
Georgia
$236K – – –
JWA
177
JFS Wealth Advisors
Pennsylvania
$236K -$375K -5,457 -60%
PS
178
Principal Securities
Iowa
$217K +$226K +3,289 New
EPW
179
Endeavor Private Wealth
Kansas
$211K -$17.7K -258 -7%
WC
180
Weil Company
California
$209K -$158K -2,308 -42%
GWM
181
GDS Wealth Management
Texas
$206K – – –
CTA
182
Colonial Trust Advisors
South Carolina
$202K – – –
WWM
183
Western Wealth Management
Colorado
$202K +$69 +1 +0%
AWM
184
AE Wealth Management
Kansas
$171K +$76.4K +1,112 +76%
CIR
185
Clear Investment Research
Georgia
$170K +$177K +2,571 New
BlackRock
186
BlackRock
New York
$165K -$9.5M -138,314 -98%
GAG
187
Goodman Advisory Group
Massachusetts
$152K – – –
MAM
188
Morse Asset Management
Connecticut
$149K -$13K -190 -8%
EWA
189
EverSource Wealth Advisors
Alabama
$145K +$412 +6 +0.3%
SRCM
190
Signature Resources Capital Management
California
$140K – – –
TAM
191
Tucker Asset Management
Colorado
$130K -$117K -1,698 -46%
Rockefeller Capital Management
192
Rockefeller Capital Management
New York
$109K +$78.6K +1,145 +225%
HIW
193
Holos Integrated Wealth
Pennsylvania
$107K +$110K +1,600 New
JFA
194
JNBA Financial Advisors
Minnesota
$107K – – –
CA
195
Clearstead Advisors
Ohio
$101K – – –
GWM
196
Geneos Wealth Management
Colorado
$91.4K -$20.1K -292 -17%
AW
197
Avion Wealth
Texas
$83K – – –
BC
198
Barrett & Company
Rhode Island
$78.9K – – –
AssetMark Inc
199
AssetMark Inc
California
$71.7K -$549 -8 -0.7%
SS
200
Sunbelt Securities
Texas
$68.2K – – –