We are live on ! Find out more
LRGF icon

iShares US Equity Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
AE Wealth Management
Kansas
$195K – – –
JWA
202
JFS Wealth Advisors
Pennsylvania
$195K -$72.4K -989 -28%
MAM
203
Morse Asset Management
Connecticut
$170K – – –
EWA
204
EverSource Wealth Advisors
Alabama
$166K +$439 +6 +0.3%
SRCM
205
Signature Resources Capital Management
California
$160K – – –
TAM
206
Tucker Asset Management
Colorado
$149K – – –
Rockefeller Capital Management
207
Rockefeller Capital Management
New York
$144K +$17.9K +244 +15%
JFA
208
JNBA Financial Advisors
Minnesota
$122K – – –
HIW
209
Holos Integrated Wealth
Pennsylvania
$121K – – –
AssetMark Inc
210
AssetMark Inc
California
$119K +$35.7K +488 +45%
CA
211
Clearstead Advisors
Ohio
$115K – – –
GWM
212
Geneos Wealth Management
Colorado
$110K +$5.49K +75 +5%
AW
213
Avion Wealth
Texas
$95K – – –
BC
214
Barrett & Company
Rhode Island
$90.5K – – –
CTC
215
Central Trust Company
Missouri
$76.4K +$73.9K +1,010 New
Vanguard Advisers Inc
216
Vanguard Advisers Inc
Pennsylvania
$71K -$2.63K -36 -4%
MB
217
MidFirst Bank
Oklahoma
$70.3K – – –
PWPS
218
Pinnacle Wealth Planning Services
Ohio
$65.8K – – –
KFI
219
Key Financial Inc
Pennsylvania
$65K – – –
IF
220
Integrity Financial
Wyoming
$45.1K +$73 +1 +0.2%
BAM
221
Bellevue Asset Management
Washington
$44.2K – – –
AT
222
Avalon Trust
New Mexico
$43.9K – – –
AFC
223
Ares Financial Consulting
California
$41.7K +$73 +1 +0.2%
UBS AM
224
UBS AM
Illinois
$41.6K – – –
CFD
225
Creative Financial Designs
Indiana
$36.1K – – –