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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPG
351
Cornerstone Planning Group
New Jersey
$29.7K -$2.66K -26 -8%
PO
352
Private Ocean
California
$29.2K
LWCFA
353
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28.3K +$28.3K +277 New
RIL
354
Rothschild Investment LLC
Illinois
$26.7K
KFI
355
Key Financial Inc
Pennsylvania
$24.6K +$102 +1 +0.4%
CWP
356
Concord Wealth Partners
Virginia
$24.4K -$38.3K -374 -62%
IGWM
357
ICA Group Wealth Management
Colorado
$24.3K +$102 +1 +0.4%
NRC
358
New Republic Capital
North Carolina
$24.3K
FFA
359
Founders Financial Alliance
North Carolina
$23.3K
AA
360
Ancora Advisors
Ohio
$23.1K -$1.84K -18 -8%
AT
361
Arlington Trust
Alabama
$22K
National Bank of Canada
362
National Bank of Canada
Quebec, Canada
$19.6K
SMA
363
Sage Mountain Advisors
Georgia
$19K -$7.88K -77 -31%
BBHC
364
Brown Brothers Harriman & Co
New York
$19K
AWM
365
Abound Wealth Management
Tennessee
$18.1K
GWM
366
Geneos Wealth Management
Colorado
$17.7K -$3.27K -32 -16%
MIFH
367
Migdal Insurance & Financial Holdings
Israel
$17K
AWM
368
Avior Wealth Management
Nebraska
$16.2K +$14K +137 +1,142%
WIM
369
Westside Investment Management
California
$15.7K
TSWM
370
Tyler-Stone Wealth Management
Ohio
$14.9K
HPC
371
HM Payson & Co
Maine
$14.8K
CP
372
Castleview Partners
Texas
$14.6K +$13.7K +134 New
GEA
373
Glen Eagle Advisors
New Jersey
$14.1K
HBW
374
Hazlett, Burt & Watson
West Virginia
$14K +$13.8K +135 New
TF
375
Tompkins Financial
New York
$13.9K