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iShares MSCI USA Value Factor ETF
VLUE

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
251
Clearwater Capital Advisors
Illinois
$346K -$7.54K -80 -2%
HIP
252
HUB Investment Partners
Texas
$343K – – –
WAL
253
W Advisors LLC
Tennessee
$340K -$116K -1,228 -25%
PAS
254
Park Avenue Securities
New York
$335K +$348K +3,694 New
AG
255
Ascent Group
Virginia
$322K -$189K -2,006 -36%
TGAM
256
TBH Global Asset Management
Tennessee
$317K +$1.79K +19 +0.5%
LCM
257
Lunt Capital Management
Utah
$308K – – –
GAM
258
GEM Asset Management
Michigan
$298K – – –
RIA
259
Realta Investment Advisors
Delaware
$293K – – –
PA
260
Procyon Advisors
Connecticut
$293K +$304K +3,230 New
OSAM
261
O'Shaughnessy Asset Management
Connecticut
$290K +$104K +1,104 +53%
PFPT
262
Pinnacle Financial Partners (Tennessee)
Tennessee
$282K – – –
BWM
263
BCGM Wealth Management
Indiana
$282K +$2.83K +30 +1%
TMWM
264
Taylor & Morgan Wealth Management
Michigan
$278K – – –
VCP
265
Verus Capital Partners
Arizona
$274K +$32.6K +346 +13%
CAAS
266
Capital Asset Advisory Services
Michigan
$271K -$11.6K -123 -4%
AWM
267
Axxcess Wealth Management
California
$270K +$280K +2,975 New
SG
268
StoneX Group
New York
$268K -$590K -6,264 -68%
CIAS
269
CFS Investment Advisory Services
New Jersey
$266K -$24.3K -258 -8%
MFG
270
Magnus Financial Group
New York
$264K -$34K -361 -11%
D
271
Diversified
Delaware
$260K +$51.6K +547 +24%
BIA
272
Bell Investment Advisors
California
$259K +$4.24K +45 +2%
FFBTD
273
First Financial Bank - Trust Division
Ohio
$258K +$2.36K +25 +0.9%
TA
274
Tiedemann Advisors
New York
$257K -$10.1K -107 -4%
IA
275
IFG Advisory
Georgia
$256K +$266K +2,823 New
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11
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