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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
301
Spire Wealth Management
Virginia
$299K -$1.01M -10,884 -75%
BWM
302
BCGM Wealth Management
Indiana
$296K -$2.04K -22 -0.7%
SAA
303
Southeast Asset Advisors
Georgia
$295K
AAS
304
Ameritas Advisory Services
Nebraska
$288K -$11.8K -127 -3%
HH
305
Hilltop Holdings
Texas
$286K -$14.5K -156 -4%
AWM
306
Aspire Wealth Management
Massachusetts
$279K -$371K -3,999 -54%
JWBC
307
John W. Brooker & Co
California
$278K -$138K -1,489 -30%
AP
308
Appleton Partners
Massachusetts
$278K -$55.4K -597 -15%
EW
309
Enzi Wealth
Texas
$278K +$268K +2,888 New
Brown Advisory
310
Brown Advisory
Maryland
$277K +$314K +3,383 New
LFAS
311
Level Four Advisory Services
Texas
$274K +$23.3K +251 +8%
EWM
312
EPG Wealth Management
Georgia
$272K +$1.95K +21 +0.6%
Betterment LLC
313
Betterment LLC
New York
$270K
AW
314
ACG Wealth
Georgia
$263K -$155K -1,671 -34%
BOPW
315
Brandywine Oak Private Wealth
Pennsylvania
$262K -$3.43K -37 -1%
PCP
316
Proficio Capital Partners
Massachusetts
$259K -$117K -1,260 -29%
BPA
317
Beacon Pointe Advisors
California
$257K -$23.6K -254 -7%
AWE
318
Avidian Wealth Enterprises
Texas
$257K -$7.33K -79 -2%
AWA
319
Archvest Wealth Advisors
California
$255K
BTI
320
Blue Trust Inc
Georgia
$251K -$6.64M -71,576 -96%
TA
321
Tiedemann Advisors
New York
$249K +$282K +3,045 New
SWM
322
Selective Wealth Management
Virginia
$248K -$50K -539 -15%
WP
323
WealthShield Partners
North Carolina
$247K -$166K -1,791 -37%
SC
324
Saiph Capital
New Jersey
$247K -$303K -3,266 -52%
IF
325
Intrua Financial
Texas
$242K -$111K -1,193 -29%