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iShares US Equity Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CVM
201
Cheviot Value Management
California
$2.34K +$2.44K +40 New
CA
202
Continuum Advisory
Idaho
$1.39K – – –
RWM
203
Ruedi Wealth Management
Illinois
$897 +$914 +15 New
WPA
204
West Paces Advisors
Georgia
$637 – – –
LFG
205
Larson Financial Group
Missouri
$579 +$610 +10 New
PSFG
206
Park Square Financial Group
Georgia
$405 – – –
SA
207
Sanctuary Advisors
Indiana
– -$8.54M -136,094 Closed
Qube Research & Technologies (QRT)
208
Qube Research & Technologies (QRT)
United Kingdom
– -$735K -12,186 Closed
Northern Trust
209
Northern Trust
Illinois
– -$343K -5,676 Closed
TSS
210
Two Sigma Securities
New York
– -$232K -3,841 Closed
WF
211
WinCap Financial
Massachusetts
– -$221K -3,660 Closed
KFGK
212
Keystone Financial Group (Kentucky)
Kentucky
– -$206K -3,414 Closed
CFGS
213
Concourse Financial Group Securities
Alabama
– -$37.5K -599 Closed
SAM
214
Synergy Asset Management
Washington
– -$29.4K -500 Closed
AIP
215
Alexis Investment Partners
Texas
– -$22.1K -366 Closed
VHAM
216
Van Hulzen Asset Management
California
– -$3.02K -50 Closed
CAS
217
Coppell Advisory Solutions
Texas
– -$2.97K -49 Closed
SFC
218
SYM Financial Corp
Indiana
– -$2.29K -38 Closed
AWM
219
Avior Wealth Management
Nebraska
– -$905 -15 Closed