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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EW
501
Expressive Wealth
Illinois
$204K +$183K +1,019 New
TW
502
Tempo Wealth
Ohio
$203K +$182K +1,018 New
XT
503
XTX Topco
Cayman Islands
$202K -$1.45M -8,097 -89%
FCH
504
Freestone Capital Holdings
Washington
$200K +$179K +1,001 New
RCM
505
Raleigh Capital Management
North Carolina
$196K +$40.8K +228 +30%
EWA
506
EverSource Wealth Advisors
Alabama
$194K -$36.9K -206 -17%
DWA
507
Delos Wealth Advisors
Texas
$188K
MG
508
Mather Group
Illinois
$186K
WSFS
509
Wilmington Savings Fund Society
Delaware
$171K +$125K +696 +435%
Vanguard Advisers Inc
510
Vanguard Advisers Inc
Pennsylvania
$170K +$29K +162 +24%
LC
511
Lavaca Capital
Texas
$165K +$65.7K +367 +80%
CAL
512
Capital Analysts LLC
Pennsylvania
$163K +$45.5K +254 +45%
CBT
513
CoreFirst Bank & Trust
Kansas
$160K
CT
514
Clearstead Trust
Maine
$156K
Barclays
515
Barclays
United Kingdom
$156K +$64.5K +360 +86%
CLOS
516
Compagnie Lombard Odier SCmA
Switzerland
$156K -$206K -1,148 -60%
MHR
517
Matthew Hamilton Rosenberg
$147K
RIA
518
Realta Investment Advisors
Delaware
$143K
FCAS
519
First Command Advisory Services
Texas
$142K
BFO
520
Biltmore Family Office
North Carolina
$135K -$22.4K -125 -16%
RIL
521
Rothschild Investment LLC
Illinois
$133K
FWP
522
FAS Wealth Partners
Kansas
$119K +$1.97K +11 +2%
SGK
523
Steigerwald Gordon & Koch
Virginia
$119K
HHCP
524
Hilton Head Capital Partners
South Carolina
$115K
EDRH
525
Edmond de Rothschild Holding
Switzerland
$110K