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iShares MSCI USA Value Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAAM
201
Cornerstone Advisors Asset Management
Pennsylvania
$1.15M -$41.5K -283 -3%
I
202
INVST
Indiana
$1.15M +$1.19M +8,082 New
SFA
203
Sequoia Financial Advisors
Ohio
$1.12M +$1.16M +7,879 New
HWM
204
Heirloom Wealth Management
Colorado
$1.1M +$1.14M +7,743 New
TW
205
Traveka Wealth
California
$1.07M +$1.1M +7,526 New
KAS
206
Kestra Advisory Services
Texas
$1.04M +$75.7K +516 +8%
BCM
207
Brookstone Capital Management
Illinois
$1.03M +$91.4K +623 +9%
VA
208
VestGen Advisors
Illinois
$1.03M +$827K +5,642 New
AC
209
Avant Capital
Louisiana
$998K -$55.4K -378 -5%
UCFA
210
United Capital Financial Advisors
Texas
$986K +$6.75K +46 +0.7%
CPIG
211
Chicago Partners Investment Group
Illinois
$977K +$5.72K +39 +0.6%
SWG
212
Summit Wealth Group
Vermont
$969K -$150K -1,020 -13%
UB
213
UMB Bank
Missouri
$946K +$1.17K +8 +0.1%
SLWA
214
San Luis Wealth Advisors
California
$943K -$169K -1,150 -15%
SW
215
Simplicity Wealth
New Jersey
$942K +$972K +6,627 New
WS
216
Wedbush Securities
California
$934K +$195K +1,327 +25%
AI
217
Accredited Investors
Minnesota
$928K +$957K +6,527 New
GT
218
Greenleaf Trust
Michigan
$928K
PA
219
PFG Advisors
Arizona
$928K +$45.3K +309 +5%
Northern Trust
220
Northern Trust
Illinois
$922K +$26.1K +178 +3%
NWMP
221
Noble Wealth Management PBC
Colorado
$917K +$396K +2,703 +72%
MGW
222
MB Generational Wealth
Washington
$911K
GVAG
223
Great Valley Advisor Group
Delaware
$899K -$18.9K -129 -2%
KAS
224
KPP Advisory Services
Kentucky
$865K -$124K -845 -12%
AR
225
Apeiron RIA
Texas
$864K +$891K +6,079 New