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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
D
251
Diversified
Delaware
$288K +$21.3K +206 +8%
SWM
252
Spire Wealth Management
Virginia
$287K +$45.9K +445 +19%
SPWM
253
Schrum Private Wealth Management
Florida
$287K +$53.8K +521 +23%
AWM
254
Alterna Wealth Management
Texas
$285K -$215K -2,086 -43%
AF
255
Apexium Financial
Texas
$283K
CIBC Private Wealth Group
256
CIBC Private Wealth Group
Georgia
$281K -$432K -4,186 -61%
Jones Financial Companies
257
Jones Financial Companies
Missouri
$274K +$273K +2,644 New
KNFPWM
258
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$269K -$20.5K -199 -7%
TWCA
259
Two West Capital Advisors
Kansas
$268K +$268K +2,592 New
EWM
260
EPG Wealth Management
Georgia
$267K -$265K -2,571 Closed
OAP
261
One Advisory Partners
Kansas
$267K -$19.6K -190 -7%
AWM
262
Apollon Wealth Management
South Carolina
$266K -$274K -2,659 -51%
WAL
263
W Advisors LLC
Tennessee
$265K -$110K -1,062 -29%
CCA
264
Cora Capital Advisors
New Jersey
$262K
TMWM
265
Taylor & Morgan Wealth Management
Michigan
$261K +$1.45K +14 +0.6%
AG
266
AlTi Global
New York
$259K
TWP
267
Tyche Wealth Partners
Texas
$259K
CWS
268
Confluence Wealth Services
Pennsylvania
$258K
FCM
269
Fortis Capital Management
Washington
$257K +$1.45K +14 +0.6%
JIP
270
Jaffetilchin Investment Partners
Florida
$253K +$929 +9 +0.4%
MWM
271
Modern Wealth Management
Kansas
$252K +$251K +2,435 New
RIA
272
Realta Investment Advisors
Delaware
$247K -$10.3K -100 -4%
PS
273
Principal Securities
Iowa
$247K -$5.06K -49 -2%
NRW
274
Nova R Wealth
Kansas
$247K +$826 +8 +0.3%
TC
275
TownSquare Capital
Utah
$246K +$15K +145 +6%