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iShares MSCI USA Value Factor ETF
VLUE

Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
226
McKinley Carter Wealth Services
West Virginia
$564K -$20.7K -158 -4%
PFPG
227
Pinnacle Financial Partners (Georgia)
Georgia
$541K +$519K +3,957 New
PK
228
Pflug Koory
Nebraska
$540K – – –
CL
229
Choreo LLC
Illinois
$540K -$1.71K -13 -0.3%
FCFC
230
First Citizens Financial Corp
Iowa
$537K -$12.3K -94 -2%
STB
231
S&T Bank
Pennsylvania
$537K – – –
MBT
232
Montecito Bank & Trust
California
$532K – – –
SF
233
Symphony Financial
Texas
$518K +$2.89K +22 +0.6%
SFO
234
Stokes Family Office
Louisiana
$517K +$13.5K +103 +3%
SFS
235
Strategic Financial Services
New York
$515K – – –
AC
236
Apella Capital
Connecticut
$514K +$493K +3,760 New
IAS
237
Integrity Advisory Solutions
Texas
$514K +$5.12K +39 +1%
GSWM
238
Golden State Wealth Management
California
$513K +$154K +1,174 +46%
NWMP
239
Noble Wealth Management PBC
Colorado
$513K -$73.6K -561 -13%
CI
240
CPR Investments
Michigan
$510K -$54.6K -416 -10%
BIA
241
Bell Investment Advisors
California
$504K +$2.89K +22 +0.6%
GPA
242
Guerra Pan Advisors
New Jersey
$502K -$15.6K -119 -3%
CSP
243
Cary Street Partners
Virginia
$491K -$6.95K -53 -1%
FF
244
Friday Financial
Iowa
$488K – – –
FDCDDQ
245
Federation des caisses Desjardins du Quebec
Quebec, Canada
$487K +$213K +1,620 +83%
GGS
246
Galvin Gaustad & Stein
Arizona
$474K +$455K +3,468 New
FCA
247
FLC Capital Advisors
California
$468K – – –
YWM
248
Yukon Wealth Management
Kansas
$468K -$169K -1,292 -29%
BW
249
BostonPremier Wealth
Massachusetts
$466K +$394 +3 +0.1%
LCM
250
Lunt Capital Management
Utah
$464K – – –
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