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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTI
326
Blue Trust Inc
Georgia
$62K
MPWT
327
MassMutual Private Wealth & Trust
Connecticut
$58K +$60.2K +639 New
CPG
328
Cornerstone Planning Group
New Jersey
$57.8K
CA
329
Crewe Advisors
Utah
$54.4K
CWP
330
Concord Wealth Partners
Virginia
$54.3K
Franklin Resources
331
Franklin Resources
California
$50.3K -$22.2K -235 -30%
BBHC
332
Brown Brothers Harriman & Co
New York
$47.5K -$31.5K -334 -39%
FWP
333
FAS Wealth Partners
Kansas
$47.5K
AF
334
Advisornet Financial
Minnesota
$46.6K -$848 -9 -2%
AWM
335
AllSquare Wealth Management
New York
$45.1K -$64.8K -687 -58%
Kayne Anderson Rudnick Investment Management
336
Kayne Anderson Rudnick Investment Management
California
$44.1K
AC
337
AlphaCore Capital
California
$41.9K
AAP
338
Arax Advisory Partners
Colorado
$41.2K -$660 -7 -2%
TAM
339
Tucker Asset Management
Colorado
$40.6K
PO
340
Private Ocean
California
$39.5K
KFS
341
Kelly Financial Services
Massachusetts
$39.2K -$2.17K -23 -5%
Bank of Montreal
342
Bank of Montreal
Ontario, Canada
$37.3K -$18.9K -201 -34%
FIA
343
FNY Investment Advisers
New York
$36K +$37.7K +400 New
CSWG
344
Cardinal Strategic Wealth Guidance
Kentucky
$34.4K -$9.43K -100 -21%
AWM
345
Aspire Wealth Management
Massachusetts
$31.8K -$2.26K -24 -6%
CSWM
346
Cassady Schiller Wealth Management
Ohio
$28.5K
MIM
347
Macroview Investment Management
Maryland
$25.2K -$4.24K -45 -14%
TFGT
348
TS Financial Group (TSFG)
Illinois
$25K
AAG
349
Armstrong Advisory Group
Massachusetts
$24.9K +$25.9K +275 New
WT
350
Washington Trust
Rhode Island
$24K