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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCIG
76
Partners Capital Investment Group
Massachusetts
$13.8M -$6.95M -66,069 -34%
SAS
77
Sage Advisory Services
Texas
$13.8M +$12.2M +116,215 +1,212%
VHAM
78
Van Hulzen Asset Management
California
$13.8M -$181K -1,722 -1%
SFS
79
Strategic Financial Services
New York
$13.7M +$197K +1,871 +2%
TLFA
80
True Link Financial Advisors
California
$13.6M +$215K +2,040 +2%
IWS
81
Insight Wealth Strategies
California
$13.6M -$851K -8,090 -6%
OWA
82
One Wealth Advisors
California
$13.5M -$1M -9,532 -7%
SHJ
83
Sharkey, Howes & Javer
Colorado
$13.5M -$1.43M -13,637 -10%
IWP
84
Icon Wealth Partners
Texas
$12.9M -$958K -9,107 -7%
TC
85
Trilogy Capital
California
$12.8M -$8.1K -77 -0.1%
HIM
86
HawsGoodwin Investment Management
Tennessee
$12.6M +$371K +3,529 +3%
CPA
87
Capital Planning Advisors
California
$12.5M +$302K +2,866 +3%
SPC
88
Sigma Planning Corp
Michigan
$12.4M +$198K +1,879 +2%
EH
89
Equitable Holdings
New York
$12.4M -$3.76M -35,755 -24%
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$12.2M +$717K +6,811 +6%
GIA
91
Goodwin Investment Advisory
Georgia
$11.9M +$3.59M +34,090 +46%
JSW
92
Journey Strategic Wealth
New Jersey
$11.7M +$11.2M +106,525 New
BRWA
93
B. Riley Wealth Advisors
Florida
$11.1M -$793K -7,536 -7%
Goldman Sachs
94
Goldman Sachs
New York
$11.1M +$3.71M +35,256 +54%
PAG
95
Private Advisor Group
New Jersey
$10.9M -$6.31M -59,968 -38%
HFA
96
High Falls Advisors
New York
$10.7M -$2.27M -21,544 -18%
CFGS
97
Concourse Financial Group Securities
Alabama
$10.7M -$571K -5,426 -5%
SC
98
Savant Capital
Illinois
$10.5M -$156K -1,487 -2%
ACG
99
Arch Capital Group
Bermuda
$10.5M -$23.3M -221,163 -70%
PFA
100
Pettinga Financial Advisors
Indiana
$10.4M -$2.26M -21,438 -18%