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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCG
276
Private Capital Group
Connecticut
$795K +$28.2K +271 +4%
AWE
277
Avidian Wealth Enterprises
Texas
$790K -$174K -1,678 -18%
GRP
278
Global Retirement Partners
California
$776K +$324K +3,120 +68%
LF
279
Lantz Financial
Illinois
$759K +$216K +2,081 +38%
APC
280
Aspire Private Capital
North Carolina
$750K -$26.2K -252 -3%
GFPC
281
Global Financial Private Client
Florida
$748K +$339K +3,264 +80%
FCB
282
First Command Bank
Texas
$734K +$155K +1,494 +26%
FCFS
283
First Command Financial Services
Texas
$734K +$155K +1,494 +26%
IA
284
IFG Advisory
Georgia
$695K -$37.8K -364 -5%
WS
285
Wedbush Securities
California
$695K -$6.03K -58 -0.8%
RPC
286
Rossmore Private Capital
Connecticut
$690K
TFS
287
TrustCore Financial Services
Tennessee
$688K -$159K -1,533 -18%
IFG
288
Independent Financial Group
California
$685K -$785K -7,559 -53%
QPWM
289
Quadrant Private Wealth Management
Pennsylvania
$684K +$108K +1,044 +18%
TP
290
Tranquility Partners
Tennessee
$682K +$378K +3,635 +116%
IAN
291
Integrated Advisors Network
Texas
$662K +$408K +3,923 +148%
SF
292
Synovus Financial
Georgia
$649K
VAS
293
Vestmark Advisory Solutions
Massachusetts
$645K -$312 -3 -0%
CWM
294
Cornerstone Wealth Management
Missouri
$638K +$98.4K +947 +18%
UCFA
295
United Capital Financial Advisors
Texas
$623K +$273K +2,628 +74%
Creative Planning
296
Creative Planning
Kansas
$619K +$64.9K +625 +11%
RDWM
297
Red Door Wealth Management
Tennessee
$607K
WP
298
WealthPLAN Partners
Nebraska
$579K +$2.81K +27 +0.5%
SP
299
Successful Portfolios
Florida
$572K -$40K -385 -6%
RW
300
Rede Wealth
Virginia
$572K +$35.1K +338 +6%