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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$25.5M +$19.8M +181,562 +313%
MAM
27
Mullooly Asset Management
New Jersey
$25.2M +$25.7M +236,127 New
NSLI
28
Nan Shan Life Insurance
Taiwan
$21.9M -$2.56M -23,525 -10%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$20.8M +$13.4M +122,832 +169%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$20.7M +$2.8M +25,681 +15%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$20.6M +$11.5M +105,375 +120%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$19.7M -$217K -1,989 -1%
AWE
33
Avidian Wealth Enterprises
Texas
$19.6M +$20.1M +184,076 New
ERWM
34
Elk River Wealth Management
Colorado
$18.3M +$767K +7,037 +4%
MWP
35
Meridian Wealth Partners
Pennsylvania
$18M +$170K +1,564 +0.9%
FG
36
Foster Group
Iowa
$14.8M +$716K +6,570 +5%
Ameriprise
37
Ameriprise
Minnesota
$13.1M -$3.91M -35,929 -23%
AA
38
Addison Advisors
Vermont
$12.7M +$350K +3,216 +3%
IWC
39
Integrated Wealth Concepts
Massachusetts
$12.3M -$3.46M -31,733 -22%
WGCA
40
Wolf Group Capital Advisors
Virginia
$10.5M +$520K +4,772 +5%
CAM
41
Cresset Asset Management
Illinois
$10.4M -$544K -4,997 -5%
HighTower Advisors
42
HighTower Advisors
Illinois
$9.42M +$262K +2,409 +3%
S
43
SignatureFD
Georgia
$8.77M +$203K +1,865 +2%
SPIA
44
Steward Partners Investment Advisory
New York
$8.47M -$17.4K -160 -0.2%
CPWA
45
Cerro Pacific Wealth Advisors
California
$8.36M +$303K +2,782 +4%
SMC
46
Spider Management Company
Virginia
$8.21M
CG
47
CFO4Life Group
Texas
$8.07M -$20.9M -191,794 -72%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$7.99M -$253K -2,323 -3%
JFG
49
Jefferies Financial Group
New York
$7.67M +$7.84M +71,936 New
SW
50
SVB Wealth
Massachusetts
$7.49M -$2.47M -22,645 -24%