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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$26.3M -$3.84M -36,401 -14%
NSLI
27
Nan Shan Life Insurance
Taiwan
$23.2M
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$21.9M -$68.3K -647 -0.3%
AWE
29
Avidian Wealth Enterprises
Texas
$21.5M +$652K +6,181 +3%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$20.1M -$746K -7,071 -4%
MWP
31
Meridian Wealth Partners
Pennsylvania
$19.8M +$680K +6,444 +4%
ERWM
32
Elk River Wealth Management
Colorado
$19.6M +$131K +1,243 +0.7%
CWM
33
Congress Wealth Management
Massachusetts
$17.7M +$16.5M +156,489 New
FG
34
Foster Group
Iowa
$16.3M +$516K +4,895 +4%
TFHU
35
TLT Family Holdco ULC
$15.7M +$14.7M +139,000 New
Ameriprise
36
Ameriprise
Minnesota
$14.1M +$168K +1,592 +1%
AA
37
Addison Advisors
Vermont
$13.4M -$80.4K -762 -0.6%
IWC
38
Integrated Wealth Concepts
Massachusetts
$12.7M -$390K -3,700 -3%
HighTower Advisors
39
HighTower Advisors
Illinois
$10.2M +$156K +1,476 +2%
CPWA
40
Cerro Pacific Wealth Advisors
California
$9.78M +$767K +7,272 +9%
S
41
SignatureFD
Georgia
$9.27M -$41.4K -392 -0.5%
CAM
42
Cresset Asset Management
Illinois
$9.23M -$1.66M -15,693 -16%
EAMA
43
EFG Asset Management (Americas)
Florida
$8.33M +$4M +37,929 +107%
Osaic Holdings
44
Osaic Holdings
Arizona
$7.96M +$614K +5,819 +9%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$7.91M -$13.2M -125,414 -64%
SR
46
Syntax Research
Florida
$7.88M +$984K +9,328 +15%
CG
47
CFO4Life Group
Texas
$7.86M -$663K -6,289 -8%
Cerity Partners
48
Cerity Partners
New York
$7.63M -$73.8M -699,980 -91%
FFBTD
49
First Financial Bank - Trust Division
Ohio
$7.28M +$42.1K +399 +0.6%
Goldman Sachs
50
Goldman Sachs
New York
$6.99M +$890K +8,438 +16%