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iShares MSCI USA Value Factor ETF
VLUE

Name Holding Trade Value Shares
Change 		Change in
Stake
HH
276
Hilltop Holdings
Texas
$377K +$15.3K +188 +5%
IA
277
IFG Advisory
Georgia
$368K +$32.6K +401 +10%
PAMG
278
Patton Albertson Miller Group
Tennessee
$368K +$311K +3,818 New
SG
279
StoneX Group
New York
$367K +$344K +4,228 New
GSWM
280
Golden State Wealth Management
California
$365K +$149K +1,836 +78%
CFA
281
Carroll Financial Associates
North Carolina
$357K -$161K -1,978 -32%
KCA
282
Karn Couzens & Associates
Connecticut
$343K +$321K +3,946 New
QPWM
283
Quadrant Private Wealth Management
Pennsylvania
$340K +$319K +3,915 New
PL
284
Plancorp LLC
Missouri
$337K +$81 +1 +0%
BFA
285
Beacon Financial Advisory
Ohio
$332K +$311K +3,828 New
CPIG
286
Chicago Partners Investment Group
Illinois
$322K +$282K +3,464 New
MFW
287
Mosaic Family Wealth
Missouri
$320K -$78.6K -966 -21%
SAA
288
Southeast Asset Advisors
Georgia
$313K – – –
CIAS
289
Capital Investment Advisory Services
North Carolina
$312K +$114K +1,396 +64%
UCFA
290
United Capital Financial Advisors
Texas
$312K +$292K +3,589 New
RA
291
Rational Advisors
New York
$307K +$288K +3,537 New
AF
292
Apexium Financial
Texas
$305K -$122K -1,505 -30%
NIC
293
Northwest Investment Counselors
Oregon
$302K +$283K +3,473 New
WT
294
Washington Trust
Rhode Island
$297K +$278K +3,412 New
APC
295
Aspire Private Capital
North Carolina
$294K +$46.1K +567 +20%
PK
296
Pflug Koory
Nebraska
$277K – – –
VAG
297
VisionPoint Advisory Group
Texas
$275K -$48.6K -597 -16%
BWM
298
BCGM Wealth Management
Indiana
$273K +$230K +2,829 New
JFS
299
JD Financial Services
Pennsylvania
$272K +$254K +3,124 New
FHC
300
First Heartland Consultants
Missouri
$269K +$252K +3,098 New
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