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icono de VLUE

iShares MSCI USA Value Factor ETF
VLUE

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Shelter Mutual Insurance
351
Shelter Mutual Insurance
Missouri
USD 531 k – – –
CIS
352
Custom Index Systems
New York
USD 529 k +USD 474 k +2,648 Nuevas
Taylor & Morgan Wealth Management
353
Taylor & Morgan Wealth Management
Michigan
USD 529 k +USD 1.61 k +9 +0.3%
Wealthcare Advisory Partners
354
Wealthcare Advisory Partners
Pennsylvania
USD 524 k +USD 470 k +2,622 Nuevas
Independent Financial Group
355
Independent Financial Group
California
USD 516 k -USD 59.1 k -330 -11%
W Advisors LLC
356
W Advisors LLC
Tennessee
USD 510 k +USD 179 +1 +0%
Smithfield Trust
357
Smithfield Trust
Pennsylvania
USD 506 k -USD 40.3 k -225 -8%
Fortis Capital Management
358
Fortis Capital Management
Washington
USD 504 k – – –
Confluence Wealth Services
359
Confluence Wealth Services
Pennsylvania
USD 501 k – – –
AlTi Global
360
AlTi Global
New York
USD 501 k – – –
Level Four Advisory Services
361
Level Four Advisory Services
Texas
USD 492 k +USD 14 k +78 +3%
Daymark Wealth Partners
362
Daymark Wealth Partners
Ohio
USD 485 k -USD 43.7 k -244 -9%
Barnes Wealth Management Group
363
Barnes Wealth Management Group
California
USD 485 k -USD 4.12 k -23 -0.9%
Cary Street Partners
364
Cary Street Partners
Virginia
USD 484 k -USD 156 k -870 -26%
BCGM Wealth Management
365
BCGM Wealth Management
Indiana
USD 482 k +USD 896 +5 +0.2%
Clearwater Capital Advisors
366
Clearwater Capital Advisors
Illinois
USD 471 k -USD 39.4 k -220 -9%
Robertson Stephens Wealth Management
367
Robertson Stephens Wealth Management
California
USD 470 k – – –
Fischer Investment Strategies
368
Fischer Investment Strategies
California
USD 462 k -USD 10.7 k -60 -3%
Beacon Pointe Advisors
369
Beacon Pointe Advisors
California
USD 458 k +USD 50.3 k +281 +14%
Mattern Capital Management
370
Mattern Capital Management
Colorado
USD 449 k -USD 43 k -240 -10%
Hengehold Capital Management
371
Hengehold Capital Management
Ohio
USD 447 k -USD 16.3 k -91 -4%
Index Technologies Group
372
Index Technologies Group
New York
USD 435 k +USD 390 k +2,175 Nuevas
Sowell Financial Services
373
Sowell Financial Services
Arkansas
USD 428 k +USD 15.9 k +89 +4%
Fairvoy Private Wealth
374
Fairvoy Private Wealth
Alabama
USD 427 k +USD 29.7 k +166 +8%
MAI Capital Management
375
MAI Capital Management
Ohio
USD 425 k +USD 100 k +557 +35%
13 14
15
16 17