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iShares MSCI USA Value Factor ETF
VLUE

Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
276
Jaffetilchin Investment Partners
Florida
$266K +$6.27K +57 +2%
CCA
277
Cora Capital Advisors
New Jersey
$265K – – –
AG
278
AlTi Global
New York
$265K – – –
TWP
279
Tyche Wealth Partners
Texas
$264K – – –
SWP
280
Stratos Wealth Partners
Ohio
$258K +$22.2K +202 +9%
ST
281
Smithfield Trust
Pennsylvania
$257K +$134K +1,216 +100%
QCM
282
QRG Capital Management
Illinois
$256K +$266K +2,421 New
MHR
283
Matthew Hamilton Rosenberg
$254K – – –
NRW
284
Nova R Wealth
Kansas
$250K -$1.43K -13 -0.5%
PIMG
285
Patriot Investment Management Group
Tennessee
$250K -$76.7K -697 -23%
BCM
286
Brookstone Capital Management
Illinois
$245K -$82.2K -747 -24%
SWP
287
Sagespring Wealth Partners
Tennessee
$239K +$249K +2,259 New
FCH
288
Freestone Capital Holdings
Washington
$232K -$58.5K -532 -19%
TC
289
TownSquare Capital
Utah
$229K -$8.8K -80 -4%
MSA
290
Marino Stram & Associates
Massachusetts
$229K +$550 +5 +0.2%
ACA
291
Atlas Capital Advisors
Wyoming
$225K – – –
GSWM
292
Golden State Wealth Management
California
$222K +$232K +2,106 New
N
293
Natixis
France
$219K +$229K +2,078 New
GT
294
Glenmede Trust
Pennsylvania
$219K – – –
EWM
295
EPG Wealth Management
Georgia
$217K -$60K -545 -21%
PWM
296
PMG Wealth Management
Illinois
$213K +$222K +2,017 New
EIA
297
Eldridge Investment Advisors
New Hampshire
$212K – – –
IFG
298
Independent Financial Group
California
$211K +$330 +3 +0.2%
CIA
299
Capital Investment Advisors
Georgia
$211K – – –
MWM
300
Modern Wealth Management
Kansas
$206K -$28.6K -260 -12%
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