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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPC
351
HM Payson & Co
Maine
$14.9K – – –
Bank of Montreal
352
Bank of Montreal
Ontario, Canada
$14.4K – – –
GEA
353
Glen Eagle Advisors
New Jersey
$14.2K – – –
TF
354
Tompkins Financial
New York
$14K – – –
BBPWM
355
Blue Bell Private Wealth Management
Pennsylvania
$13.7K – – –
GSEP
356
Golden State Equity Partners
California
$13.5K +$13.1K +124 New
CIAS
357
Capital Investment Advisory Services
North Carolina
$13.4K – – –
FFA
358
Founders Financial Alliance
North Carolina
$12.5K -$10.6K -100 -47%
GCM
359
Gables Capital Management
Florida
$12.5K – – –
HCP
360
Hexagon Capital Partners
Arkansas
$11.8K – – –
BWL
361
Bogart Wealth LLC
Virginia
$11.3K +$7.39K +70 +206%
BA
362
Bristlecone Advisors
Washington
$11.2K +$10.9K +103 New
MIM
363
MTM Investment Management
South Carolina
$10.7K – – –
AWM
364
Avior Wealth Management
Nebraska
$8.67K -$4.54K -43 -35%
BCWM
365
Bartlett & Co Wealth Management
Ohio
$8.29K +$211 +2 +3%
MFC
366
Morris Financial Concepts
South Carolina
$7.7K – – –
CTWM
367
Cherry Tree Wealth Management
Minnesota
$7.63K – – –
OFG
368
Oxford Financial Group
Indiana
$7.42K – – –
PA
369
PSI Advisors
Florida
$6.54K – – –
JWA
370
JFS Wealth Advisors
Pennsylvania
$6.43K -$1.37K -13 -18%
GM
371
GeoWealth Management
Illinois
$6.43K +$6.23K +59 New
PB
372
Pinnacle Bancorp
Nebraska
$5.89K – – –
DSC
373
Duncker Streett & Co
Missouri
$5.67K – – –
CIA
374
Cape Investment Advisory
Georgia
$5.56K -$3.27K -31 -38%
EW
375
Element Wealth
Mississippi
$5.45K – – –