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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPW
51
MA Private Wealth
California
$12.8M +$94.2K +1,268 +0.7%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$12.2M +$2.63M +35,339 +27%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$12.1M +$693K +9,325 +6%
HighTower Advisors
54
HighTower Advisors
Illinois
$11.1M +$869K +11,691 +8%
JP Morgan Chase
55
JP Morgan Chase
New York
$11M -$35.8M -481,295 -76%
SCM
56
Stonehearth Capital Management
Massachusetts
$10.9M +$3.29M +44,275 +43%
NA
57
NewEdge Advisors
Louisiana
$9.55M +$2.52M +33,861 +35%
AI
58
Atria Investments
North Carolina
$9.35M +$2.48M +33,385 +36%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$8.95M -$39.6M -533,091 -81%
LIA
60
LS Investment Advisors
Michigan
$8.84M -$21.9K -295 -0.2%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$8.53M -$2.68M -36,090 -24%
US Bancorp
62
US Bancorp
Minnesota
$8.23M -$2.28M -30,645 -22%
HIM
63
HawsGoodwin Investment Management
Tennessee
$8.01M +$564K +7,592 +8%
OPS
64
Orion Portfolio Solutions
Nebraska
$7.91M -$268K -3,605 -3%
SW
65
SteelPeak Wealth
California
$7.51M +$1.98M +26,629 +35%
SC
66
Savant Capital
Illinois
$7.3M -$736K -9,903 -9%
PFG
67
PAX Financial Group
Texas
$7.05M +$569K +7,650 +9%
CFG
68
Cooper Financial Group
California
$6.65M +$450K +6,053 +7%
SPIA
69
Steward Partners Investment Advisory
New York
$6.53M +$505K +6,797 +8%
IB
70
Intrust Bank
Kansas
$6.39M +$575K +7,731 +10%
IWP
71
Icon Wealth Partners
Texas
$6.37M +$393K +5,284 +7%
Stifel Financial
72
Stifel Financial
Missouri
$6.26M +$1.81M +24,302 +40%
BRWA
73
B. Riley Wealth Advisors
Florida
$6.21M +$906K +12,187 +17%
FIA
74
Foundations Investment Advisors
Arizona
$6.16M +$2.56M +34,512 +71%
PFA
75
Pettinga Financial Advisors
Indiana
$6.03M +$1.12M +15,016 +22%