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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCA
201
Transcend Capital Advisors
New Jersey
$2.4M -$40.7K -392 -2%
SC
202
Scotia Capital
Ontario, Canada
$2.39M -$69.3K -667 -3%
RIA
203
Regal Investment Advisors
Michigan
$2.33M +$35.9K +346 +2%
OPS
204
Orion Portfolio Solutions
Nebraska
$2.32M +$1.34M +12,860 +127%
TWM
205
Tradition Wealth Management
Minnesota
$2.3M +$26.9K +259 +1%
RSWM
206
Robertson Stephens Wealth Management
California
$2.29M +$379K +3,651 +19%
AFP
207
Ausdal Financial Partners
Iowa
$2.25M +$147K +1,411 +7%
KWM
208
Keebeck Wealth Management
Illinois
$2.07M -$61K -587 -3%
WA
209
Winfield Associates
Ohio
$2.05M +$107K +1,032 +5%
Bank of Montreal
210
Bank of Montreal
Ontario, Canada
$2.03M -$774K -7,453 -27%
SWM
211
SigFig Wealth Management
California
$2.02M +$81.7K +786 +4%
SCP
212
Syntal Capital Partners
Texas
$1.99M -$1M -9,660 -33%
ACP
213
Aviance Capital Partners
Florida
$1.97M +$294K +2,826 +17%
LCC
214
Lincoln Capital Corp
Rhode Island
$1.89M +$48.9K +471 +3%
MYIA
215
Mount Yale Investment Advisors
Colorado
$1.85M +$245K +2,358 +15%
MHR
216
Matthew Hamilton Rosenberg
$1.82M +$1.87M +18,032 New
HFM
217
Harvest Fund Management
China
$1.81M
MAFM
218
Mid Atlantic Financial Management
Pennsylvania
$1.74M -$56.3K -542 -3%
CC
219
Copperleaf Capital
North Carolina
$1.72M +$665K +6,402 +60%
VWM
220
Venturi Wealth Management
Texas
$1.68M +$45.5K +438 +3%
CAS
221
Cascadia Advisory Services
Oregon
$1.67M -$86.3K -831 -5%
CAM
222
Concorde Asset Management
Michigan
$1.66M -$77.6K -747 -4%
KPWS
223
Kestra Private Wealth Services
Texas
$1.62M +$15K +144 +0.9%
CWM
224
CCG Wealth Management
California
$1.61M +$1.66M +15,960 New
PA
225
PFG Advisors
Arizona
$1.56M +$24.5K +236 +2%