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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DE
251
Diversified Enterprises
Delaware
$329K +$9.26K +85 +3%
IA
252
IFG Advisory
Georgia
$322K
AWM
253
Angeles Wealth Management
California
$320K
BCM
254
Brookstone Capital Management
Illinois
$319K +$73.5K +675 +29%
GA
255
Goldstein Advisors
Wisconsin
$318K -$156K -1,429 -32%
AG
256
Ascent Group
Virginia
$312K +$21.2K +195 +7%
LFAS
257
Level Four Advisory Services
Texas
$310K +$436 +4 +0.1%
Pathstone Holdings
258
Pathstone Holdings
New Jersey
$309K -$109 -1 -0%
SPC
259
Sigma Planning Corp
Michigan
$307K -$53.8K -494 -15%
Bessemer Group
260
Bessemer Group
New Jersey
$305K -$5.88K -54 -2%
CIA
261
Concurrent Investment Advisors
Florida
$304K -$7.19K -66 -2%
JWM
262
JGP Wealth Management
Oregon
$295K
HIP
263
HUB Investment Partners
Texas
$293K -$36.3K -333 -11%
AF
264
Apexium Financial
Texas
$292K
TC
265
TownSquare Capital
Utah
$289K +$58.4K +536 +25%
PS
266
Principal Securities
Iowa
$289K +$1.2K +11 +0.4%
AWM
267
AE Wealth Management
Kansas
$287K -$21.9K -201 -7%
SVWG
268
Shared Vision Wealth Group
United States
$282K
TMWM
269
Taylor & Morgan Wealth Management
Michigan
$275K +$1.74K +16 +0.6%
OAP
270
One Advisory Partners
Kansas
$272K -$109 -1 -0%
WAL
271
W Advisors LLC
Tennessee
$272K -$109 -1 -0%
JIP
272
Jaffetilchin Investment Partners
Florida
$269K +$1.09K +10 +0.4%
FCM
273
Fortis Capital Management
Washington
$269K
CCA
274
Cora Capital Advisors
New Jersey
$268K
AG
275
AlTi Global
New York
$267K