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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
176
Sugarloaf Wealth Management
Georgia
$17K
SFS
177
Sowell Financial Services
Arkansas
$17K +$2.83K +35 +15%
AssetMark Inc
178
AssetMark Inc
California
$16K
PB
179
Pinnacle Bancorp
Nebraska
$14K -$5.17K -64 -22%
William Blair & Company
180
William Blair & Company
Illinois
$14K +$15.4K +191 +659%
SFSIG
181
San Francisco Sentry Investment Group
California
$13K
MWM
182
MBE Wealth Management
Wisconsin
$13K +$17.3K +214 New
AW
183
Avion Wealth
Texas
$12K +$15.1K +187 New
CTC
184
Central Trust Company
Missouri
$12K +$15.8K +196 New
CFB
185
Cullen/Frost Bankers
Texas
$11K +$14.6K +180 New
GEA
186
Glen Eagle Advisors
New Jersey
$10.3K
BWM
187
Baystate Wealth Management
Massachusetts
$10K +$162 +2 +1%
NFG
188
Next Financial Group
Texas
$7K -$995K -12,308 -99%
NR
189
Newfound Research
Massachusetts
$5K
TF
190
Tompkins Financial
New York
$5K +$6.47K +80 New
JWA
191
JFS Wealth Advisors
Pennsylvania
$4K
LDFR
192
Lehman & Derafelo Financial Resources
Pennsylvania
$4K
IA
193
IFP Advisors
Florida
$3K -$145K -1,789 -96%
FHA
194
Flagship Harbor Advisors
Massachusetts
$3K
GT
195
Glenmede Trust
Pennsylvania
$3K
WP
196
WealthShield Partners
North Carolina
$2K +$2.34K +29 New
KFI
197
Key Financial Inc
Pennsylvania
$2K +$2.99K +37 New
SQA
198
Simon Quick Advisors
New Jersey
$1K -$92.5K -1,144 -99%
EIP
199
Ellis Investment Partners
Pennsylvania
$1K
QA
200
Quantitative Advantage
Minnesota
-$31.5M -351,504 Closed