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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
326
Schrum Private Wealth Management
Florida
$231K +$232K +2,535 New
CCA
327
Cora Capital Advisors
New Jersey
$231K +$232K +2,531 New
BWM
328
BCS Wealth Management
Tennessee
$229K -$208K -2,267 -47%
JIP
329
Jaffetilchin Investment Partners
Florida
$228K +$1.1K +12 +0.5%
CWS
330
Confluence Wealth Services
Pennsylvania
$227K +$228K +2,494 New
CWM
331
Connecticut Wealth Management
Connecticut
$223K +$224K +2,442 New
LNC
332
Lincoln National Corp
Pennsylvania
$222K +$223K +2,440 New
CWA
333
Clearview Wealth Advisors
Oregon
$221K -$19.3K -211 -8%
IFS
334
Ifrah Financial Services
Arkansas
$216K -$6.96K -76 -3%
WA
335
Wealth Alliance
New York
$213K +$214K +2,338 New
AR
336
Apeiron RIA
Texas
$212K +$213K +2,324 New
ACP
337
Aviance Capital Partners
Florida
$208K +$209K +2,286 New
SXL
338
Summit X LLC
Missouri
$208K +$211K +2,301 New
MSA
339
Marino Stram & Associates
Massachusetts
$207K +$208K +2,276 New
SC
340
Scotia Capital
Ontario, Canada
$206K -$36.6K -400 -15%
UBS AM
341
UBS AM
Illinois
$206K +$207K +2,255 New
SS
342
Sunbelt Securities
Texas
$204K +$205K +2,234 New
FDCDDQ
343
Federation des caisses Desjardins du Quebec
Quebec, Canada
$193K
BAM
344
Belpointe Asset Management
Nevada
$190K +$46.3K +505 +32%
RIA
345
Realta Investment Advisors
Delaware
$189K +$41.3K +451 +28%
RG
346
Retirement Group
California
$188K -$363K -3,962 -66%
OSAM
347
O'Shaughnessy Asset Management
Connecticut
$184K +$185K +2,020 +202,000%
BFEC
348
Benjamin F. Edwards & Company
Missouri
$170K +$3.66K +40 +2%
AIC
349
Archer Investment Corporation
Indiana
$153K
LWP
350
Lumature Wealth Partners
Georgia
$153K -$17K -186 -10%