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iShares MSCI USA Value Factor ETF
VLUE

Name Holding Trade Value Shares
Change 		Change in
Stake
MI
301
Moneywise Inc
Virginia
$458K +$472K +3,222 New
SPWM
302
Schrum Private Wealth Management
Florida
$458K -$3.96K -27 -0.8%
DE
303
Diversified Enterprises
Delaware
$456K -$4.4K -30 -0.9%
JSL
304
JT Stratford LLC
Georgia
$454K +$469K +3,195 New
GAM
305
GEM Asset Management
Michigan
$453K – – –
FFG
306
Foundry Financial Group
New Hampshire
$448K – – –
YWM
307
Yukon Wealth Management
Kansas
$446K +$587 +4 +0.1%
AIM
308
Acropolis Investment Management
Missouri
$446K +$29.3K +200 +7%
PS
309
Principal Securities
Iowa
$445K -$18.3K -125 -4%
PFS
310
Prospera Financial Services
Texas
$443K +$457K +3,116 New
CW
311
Cedarwood Wealth
Colorado
$434K +$147 +1 +0%
VPP
312
Vertex Planning Partners
Illinois
$433K +$446K +3,044 New
SIM
313
Strategic Investment Management
Virginia
$427K – – –
DCM
314
Driehaus Capital Management
Illinois
$421K -$510K -3,480 -54%
GA
315
Goldstein Advisors
Wisconsin
$421K – – –
WFS
316
WealthGarden F.S.
California
$417K +$134K +913 +45%
IFG
317
Independent Financial Group
California
$414K +$46K +314 +12%
FCBT
318
First Citizens Bank & Trust
North Carolina
$412K -$56.8K -387 -12%
SVWG
319
Shared Vision Wealth Group
United States
$412K +$43.6K +297 +11%
SWM
320
Silverlake Wealth Management
Vermont
$410K +$423K +2,882 New
HIP
321
HUB Investment Partners
Texas
$401K +$55K +375 +15%
GSEP
322
Golden State Equity Partners
California
$398K +$411K +2,802 New
CB
323
Community Bank
New York
$396K – – –
JWM
324
JGP Wealth Management
Oregon
$394K – – –
LCGC
325
Legacy Capital Group California
California
$392K +$405K +2,759 New
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