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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
176
United Capital Financial Advisors
Texas
$941K +$200K +1,521 +28%
KAS
177
Kestra Advisory Services
Texas
$931K +$47K +358 +6%
UB
178
UMB Bank
Missouri
$909K +$56.8K +433 +7%
BCM
179
Brookstone Capital Management
Illinois
$908K +$48.1K +367 +6%
GT
180
Greenleaf Trust
Michigan
$892K -$48.7K -371 -5%
National Bank of Canada
181
National Bank of Canada
Quebec, Canada
$889K -$2.56M -19,500 -75%
CPIG
182
Chicago Partners Investment Group
Illinois
$885K +$3.67K +28 +0.5%
GVAG
183
Great Valley Advisor Group
Delaware
$882K -$16.7K -127 -2%
DCM
184
Driehaus Capital Management
Illinois
$881K +$845K +6,442 New
MGW
185
MB Generational Wealth
Washington
$876K
Northern Trust
186
Northern Trust
Illinois
$862K
WAP
187
Wealthcare Advisory Partners
Pennsylvania
$861K +$827K +6,300 New
PA
188
PFG Advisors
Arizona
$850K -$177K -1,346 -18%
GFG
189
Goldstone Financial Group
Illinois
$841K +$806K +6,147 New
SWP
190
Stratos Wealth Partners
Ohio
$835K -$315K -2,403 -28%
Marshall Wace
191
Marshall Wace
United Kingdom
$814K +$781K +5,956 New
OWA
192
One Wealth Advisors
California
$806K -$276K -2,100 -30%
JFG
193
Jefferies Financial Group
New York
$804K +$772K +5,883 New
IAS
194
Insigneo Advisory Services
Florida
$803K -$4.72K -36 -0.6%
DWG
195
Darden Wealth Group
Michigan
$802K -$2.75K -21 -0.4%
RA
196
RFG Advisory
Alabama
$801K +$429K +3,268 +126%
OSAM
197
O'Shaughnessy Asset Management
Connecticut
$758K +$60.6K +462 +9%
KWS
198
Keystone Wealth Services
California
$750K +$525 +4 +0.1%
IWB
199
Innovative Wealth Building
Maryland
$746K -$109K -833 -13%
SIMC
200
Squire Investment Management Company
Utah
$743K