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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
26
NewFocus Financial Group
Washington
$4.91M -$10M -133,184 -68%
CCMG
27
Clark Capital Management Group
Pennsylvania
$3.98M -$246K -3,270 -6%
TWA
28
Tillar-Wenstrup Advisors
Ohio
$3.88M -$22.9K -305 -0.6%
Ameriprise
29
Ameriprise
Minnesota
$3.81M +$30.6K +407 +0.8%
CG
30
CFO4Life Group
Texas
$3.61M +$56.4K +751 +2%
LFPWM
31
Leicht Financial Planning & Wealth Management
New Jersey
$3.32M +$2.79M +37,175 +731%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$2.98M +$412K +5,485 +17%
BRWA
33
B. Riley Wealth Advisors
Florida
$2.45M +$618K +8,220 +35%
SIA
34
Spruce Investment Advisors
Connecticut
$2.43M -$56.6K -753 -2%
Jane Street
35
Jane Street
New York
$2.39M +$1.27M +16,953 +122%
SB
36
Suntrust Banks
Georgia
$2.22M +$69.2K +921 +3%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$1.77M +$1.66M +22,054 +2,445%
SWP
38
Stratos Wealth Partners
Ohio
$1.67M -$129K -1,722 -7%
PAG
39
Private Advisor Group
New Jersey
$1.45M -$79.7K -1,060 -5%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$1.37M +$92.3K +1,228 +7%
GT
41
Greenleaf Trust
Michigan
$1.28M
WCG
42
Wall Capital Group
Arizona
$810K +$787K +10,471 New
APP
43
Avantax Planning Partners
Iowa
$764K +$743K +9,884 New
B
44
Bellecapital
Switzerland
$696K +$676K +9,000 New
V
45
Veritable
Delaware
$664K +$122K +1,620 +23%
DRS
46
Deane Retirement Strategies
Louisiana
$662K -$15.4K -205 -2%
LPL Financial
47
LPL Financial
California
$658K -$105K -1,391 -14%
AIP
48
Almanack Investment Partners
Pennsylvania
$613K +$596K +7,934 New
SFFS
49
Stonehage Fleming Financial Services
Jersey
$612K -$77.7K -1,034 -12%
MML Investors Services
50
MML Investors Services
Massachusetts
$554K +$143K +1,896 +36%