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iShares MSCI USA Value Factor ETF
VLUE

Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
251
HUB Investment Partners
Texas
$359K +$14.1K +120 +4%
KPWS
252
Kestra Private Wealth Services
Texas
$355K -$31.9K -271 -9%
RSWM
253
Robertson Stephens Wealth Management
California
$355K -$449K -3,813 -57%
CIA
254
Capital Investment Advisors
Georgia
$352K +$95.7K +813 +41%
JWM
255
JGP Wealth Management
Oregon
$351K – – –
CB
256
Community Bank
New York
$349K +$328K +2,788 New
SPC
257
Sigma Planning Corp
Michigan
$347K -$43.1K -366 -12%
MCM
258
Mattern Capital Management
Colorado
$347K +$6.71K +57 +2%
FFB
259
First Financial Bankshares
Texas
$343K +$323K +2,740 New
CIA
260
Concurrent Investment Advisors
Florida
$333K -$19.5K -166 -6%
AIM
261
Acropolis Investment Management
Missouri
$332K – – –
SVWG
262
Shared Vision Wealth Group
United States
$331K – – –
AG
263
Ascent Group
Virginia
$329K -$23.1K -196 -7%
TMWM
264
Taylor & Morgan Wealth Management
Michigan
$326K +$1.65K +14 +0.5%
IFG
265
Independent Financial Group
California
$325K +$97.8K +831 +47%
RA
266
RFG Advisory
Alabama
$324K +$305K +2,593 New
GSWM
267
Golden State Wealth Management
California
$323K +$353 +3 +0.1%
BCM
268
Becker Capital Management
Oregon
$322K – – –
BCG
269
Breakwater Capital Group
New Jersey
$319K +$301K +2,553 New
WAL
270
W Advisors LLC
Tennessee
$319K – – –
ST
271
Smithfield Trust
Pennsylvania
$318K +$12.4K +105 +4%
OAP
272
One Advisory Partners
Kansas
$317K – – –
FCM
273
Fortis Capital Management
Washington
$315K – – –
AG
274
AlTi Global
New York
$314K – – –
CWS
275
Confluence Wealth Services
Pennsylvania
$312K -$47.6K -404 -14%
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