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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
551
HHM Wealth Advisors
Tennessee
$5K
TAM
552
Townsend Asset Management
North Carolina
$5K +$4.7K +44 New
EI
553
Ellevest Inc
New York
$5K +$4.92K +46 New
BLC
554
Brown, Lisle/Cummings
Rhode Island
$4.08K
BWL
555
Bogart Wealth LLC
Virginia
$4K
FWM
556
Focused Wealth Management
New York
$4K
IRC
557
Investors Research Corp
Georgia
$4K
SBL
558
Sargent Bickham Lagudis
Colorado
$4K
VCM
559
Versant Capital Management
Arizona
$4K
GI
560
Gradient Investments
Minnesota
$4K +$3.85K +36 New
AWMS
561
Advocacy Wealth Management Services
Georgia
$3K +$3.21K +30 New
CIBC Private Wealth Group
562
CIBC Private Wealth Group
Georgia
$3K +$3.42K +32 New
CYG
563
Clean Yield Group
Vermont
$2K +$2.14K +20 New
FF
564
FourThought Financial
Florida
$1K
WIM
565
Westside Investment Management
California
$15
HSBC Holdings
566
HSBC Holdings
United Kingdom
-$20.9M -191,081 Closed
FHA
567
First Horizon Advisors
Tennessee
-$19.4M -176,890 Closed
PI
568
PFS Investments
Georgia
-$14.7M -133,879 Closed
JSW
569
Journey Strategic Wealth
New Jersey
-$11.7M -106,525 Closed
ACG
570
Arch Capital Group
Bermuda
-$10.5M -95,911 Closed
FFS
571
Founders Financial Securities
Maryland
-$10.2M -92,746 Closed
HI
572
Horizon Investments
North Carolina
-$10.2M -92,746 Closed
MPM
573
Meritage Portfolio Management
Kansas
-$8.38M -76,573 Closed
ECM
574
ExodusPoint Capital Management
New York
-$7.07M -64,567 Closed
SWM
575
Scissortail Wealth Management
Oklahoma
-$6.43M -58,724 Closed