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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMA
401
Sage Mountain Advisors
Georgia
$26K – – –
MIM
402
Macroview Investment Management
Maryland
$26K +$93 +1 +0.3%
MAM
403
Meeder Asset Management
Ohio
$25K – – –
CAL
404
Capital Analysts LLC
Pennsylvania
$25K +$6.95K +75 +32%
TWM
405
Tradition Wealth Management
Minnesota
$23K -$300K -3,235 -92%
EW
406
Element Wealth
Mississippi
$23K +$12.7K +137 +92%
TFGT
407
TS Financial Group (TSFG)
Illinois
$22K +$25.2K +272 New
EIP
408
Ellis Investment Partners
Pennsylvania
$21K – – –
Franklin Resources
409
Franklin Resources
California
$21K – – –
CTC
410
Central Trust Company
Missouri
$20K – – –
AWM
411
Avior Wealth Management
Nebraska
$19K +$7.33K +79 +51%
ACK
412
Andrew C. Karlinski
$18K – – –
IF
413
Integrity Financial
Wyoming
$18K – – –
KFI
414
Key Financial Inc
Pennsylvania
$18K – – –
CHA
415
Carmichael Hill & Associates
Maryland
$17K -$20.2K -218 -52%
BA
416
Bellwether Advisors
Nebraska
$15K – – –
OPW
417
Oxler Private Wealth
New York
$14.8K – – –
BBHC
418
Brown Brothers Harriman & Co
New York
$14K – – –
AWM
419
Abound Wealth Management
Tennessee
$13.7K – – –
PA
420
PSI Advisors
Florida
$12K -$391K -4,217 -97%
MFC
421
Morris Financial Concepts
South Carolina
$11K -$1.39K -15 -10%
TSWM
422
Tyler-Stone Wealth Management
Ohio
$11K – – –
GEA
423
Glen Eagle Advisors
New Jersey
$10.6K – – –
BBPWM
424
Blue Bell Private Wealth Management
Pennsylvania
$10K – – –
M1FG
425
Mach-1 Financial Group
Arkansas
$10K – – –