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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
176
Focus Partners Advisor Solutions
Missouri
$1.93M +$1.77M +17,876 +522%
OFG
177
Oxford Financial Group
Indiana
$1.87M -$114K -1,149 -5%
APP
178
Avantax Planning Partners
Iowa
$1.83M +$1.6M +16,150 +400%
BCI
179
Brinker Capital Investments
Pennsylvania
$1.81M -$469K -4,742 -19%
AssetMark Inc
180
AssetMark Inc
California
$1.81M -$116K -1,175 -6%
LWM
181
Liberty Wealth Management
California
$1.76M -$2.33M -23,541 -55%
MHR
182
Matthew Hamilton Rosenberg
$1.72M -$1.88K -19 -0.1%
CC
183
Copperleaf Capital
North Carolina
$1.69M +$26.9K +272 +1%
CWS
184
Cypress Wealth Services
California
$1.66M -$1.5M -15,128 -45%
RG
185
Retirement Group
California
$1.65M +$491K +4,965 +37%
SPWM
186
Straight Path Wealth Management
Michigan
$1.6M -$114K -1,149 -6%
NCM
187
NCM Capital Management
New Jersey
$1.59M -$494 -5 -0%
JWCA
188
J.W. Cole Advisors
Florida
$1.58M +$177K +1,790 +11%
SCA
189
Snowden Capital Advisors
New York
$1.55M -$334K -3,382 -16%
Citigroup
190
Citigroup
New York
$1.55M -$9.23M -93,282 -85%
RJT
191
Raymond James Trust
Florida
$1.53M +$29.7K +300 +2%
FCH
192
Freestone Capital Holdings
Washington
$1.51M -$162K -1,637 -9%
OAP
193
One Advisory Partners
Kansas
$1.5M -$1.76M -17,763 -52%
ML
194
McAdam LLC
Pennsylvania
$1.47M +$1.61M +16,283 New
IA
195
IFP Advisors
Florida
$1.44M
T
196
TNF
Montana
$1.43M -$1.99M -20,171 -57%
KWS
197
Keystone Wealth Services
California
$1.41M -$760K -7,682 -33%
PIA
198
Pinion Investment Advisors
Kansas
$1.4M +$147K +1,490 +11%
SIM
199
Strategic Investment Management
Virginia
$1.38M
WWP
200
WR Wealth Planners
Missouri
$1.38M -$74.8K -756 -5%