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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIMG
251
Patriot Investment Management Group
Tennessee
$332K -$161K -1,569 -34%
AWM
252
Angeles Wealth Management
California
$330K +$312K +3,048 New
FCH
253
Freestone Capital Holdings
Washington
$330K -$9.52K -93 -3%
QCM
254
QRG Capital Management
Illinois
$324K +$306K +2,994 New
Financial Engines Advisors
255
Financial Engines Advisors
California
$307K +$24.8K +242 +9%
Betterment LLC
256
Betterment LLC
New York
$305K -$5.63K -55 -2%
KNFPWM
257
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$303K -$158K -1,543 -36%
LIM
258
Leavell Investment Management
Alabama
$303K +$68.4K +668 +31%
OAP
259
One Advisory Partners
Kansas
$300K -$76.6K -749 -21%
AF
260
Apexium Financial
Texas
$296K -$9.01K -88 -3%
BCM
261
Brookstone Capital Management
Illinois
$289K -$21.1K -206 -7%
P
262
&Partners
Tennessee
$286K +$270K +2,642 New
PWA
263
Prairie Wealth Advisors
Nebraska
$284K +$268K +2,618 New
BWM
264
BCS Wealth Management
Tennessee
$282K
D
265
Diversified
Delaware
$279K +$5.42K +53 +2%
EWM
266
EPG Wealth Management
Georgia
$279K +$1.13K +11 +0.4%
CCA
267
Cora Capital Advisors
New Jersey
$274K
TMWM
268
Taylor & Morgan Wealth Management
Michigan
$272K -$11.9K -116 -4%
AG
269
AlTi Global
New York
$272K
TWP
270
Tyche Wealth Partners
Texas
$271K -$284K -2,775 -53%
RPC
271
Rossmore Private Capital
Connecticut
$271K
CWS
272
Confluence Wealth Services
Pennsylvania
$270K
RIA
273
Realta Investment Advisors
Delaware
$269K -$18.9K -185 -7%
FCM
274
Fortis Capital Management
Washington
$268K +$1.53K +15 +0.6%
JIP
275
Jaffetilchin Investment Partners
Florida
$264K +$921 +9 +0.4%