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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RG
251
Retirement Group
California
$1.2M +$281K +2,661 +30%
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$1.18M +$52.5K +498 +5%
PPP
253
Private Portfolio Partners
New Jersey
$1.18M +$93K +882 +9%
FPGK
254
Financial Partners Group (Kansas)
Kansas
$1.17M +$156K +1,478 +15%
RPSA
255
Richard P. Slaughter Associates
Texas
$1.16M -$56.9K -539 -5%
CWM
256
Cabot Wealth Management
Massachusetts
$1.14M +$92.5K +877 +9%
BTWM
257
Baker Tilly Wealth Management
Wisconsin
$1.14M +$234K +2,216 +26%
CC
258
Copperleaf Capital
North Carolina
$1.12M -$4.11K -39 -0.4%
GCM
259
Gibraltar Capital Management
Oklahoma
$1.08M -$3.89M -36,884 -78%
BFEC
260
Benjamin F. Edwards & Company
Missouri
$1.08M -$580K -5,496 -35%
OPS
261
Orion Portfolio Solutions
Nebraska
$1.07M -$437K -4,142 -29%
IA
262
IFP Advisors
Florida
$1.05M +$263K +2,492 +34%
AWS
263
AJ Wealth Strategies
New York
$1.01M
FG
264
Foster Group
Iowa
$1M +$560K +5,310 +126%
AWE
265
Avidian Wealth Enterprises
Texas
$1M -$49.1K -465 -5%
CIBC World Market
266
CIBC World Market
Ontario, Canada
$998K -$4.21M -39,954 -81%
SWP
267
Stratos Wealth Partners
Ohio
$975K +$116K +1,104 +14%
MCWS
268
McKinley Carter Wealth Services
West Virginia
$974K -$1.88M -17,828 -66%
TPWA
269
TRUE Private Wealth Advisors
Oregon
$946K +$338K +3,205 +55%
HA
270
HYA Advisors
Missouri
$939K +$943K +8,938 New
WIA
271
World Investment Advisors
California
$928K +$33.9K +321 +4%
Renaissance Technologies
272
Renaissance Technologies
New York
$914K +$918K +8,700 New
JWCA
273
J.W. Cole Advisors
Florida
$892K +$361K +3,426 +68%
TFS
274
TrustCore Financial Services
Tennessee
$879K -$13.6K -129 -2%
OPWM
275
Oxinas Partners Wealth Management
Indiana
$871K -$2.64K -25 -0.3%