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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NB
351
NBT Bank
New York
$51K -$25.9K -220 -54%
SWM
352
Spire Wealth Management
Virginia
$49.5K – – –
BTI
353
Blue Trust Inc
Georgia
$48.7K +$2.94K +25 +7%
CA
354
CoreCap Advisors
Michigan
$46K -$8.12K -69 -16%
SIC
355
Salem Investment Counselors
North Carolina
$36.6K +$26K +221 +307%
TAM
356
Tucker Asset Management
Colorado
$35.9K -$2.94K -25 -8%
AAG
357
Armstrong Advisory Group
Massachusetts
$34.9K – – –
MWM
358
MGB Wealth Management
Texas
$34.4K – – –
SAM
359
Smartleaf Asset Management
Massachusetts
$33.8K -$6.36K -54 -17%
RPCA
360
Running Point Capital Advisors
California
$32K – – –
OA
361
Operose Advisors
Wisconsin
$31K +$29.2K +248 New
KFI
362
Key Financial Inc
Pennsylvania
$30.7K – – –
NRC
363
New Republic Capital
North Carolina
$28K – – –
BBPWM
364
Blue Bell Private Wealth Management
Pennsylvania
$23.3K – – –
WA
365
Westfuller Advisors
New York
$22.3K +$21K +178 New
BBHC
366
Brown Brothers Harriman & Co
New York
$21.9K -$44.5K -378 -68%
AWM
367
Abound Wealth Management
Tennessee
$20.9K – – –
CA
368
Crewe Advisors
Utah
$20.6K – – –
MWA
369
Medallion Wealth Advisors
Connecticut
$20.5K – – –
WSFS
370
Wilmington Savings Fund Society
Delaware
$20K -$33.2K -282 -64%
SWP
371
Strategic Wealth Partners
Ohio
$19.8K – – –
RF
372
Rossby Financial
Florida
$19.5K – – –
CWP
373
Concord Wealth Partners
Virginia
$18.4K – – –
WIM
374
Westside Investment Management
California
$18.1K – – –
AA
375
Ancora Advisors
Ohio
$17.9K +$118 +1 +0.7%