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iShares MSCI USA Value Factor ETF
VLUE

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
326
Montecito Bank & Trust
California
$605K -$42.8K -239 -7%
SIM
327
Strategic Investment Management
Virginia
$599K – – –
RF
328
Rossby Financial
Florida
$599K +$446K +2,488 +487%
DCM
329
Driehaus Capital Management
Illinois
$592K – – –
GA
330
Goldstein Advisors
Wisconsin
$591K – – –
CW
331
Cedarwood Wealth
Colorado
$591K -$17.2K -96 -3%
BAMG
332
Brand Asset Management Group
Missouri
$589K +$528K +2,948 New
SVWG
333
Shared Vision Wealth Group
United States
$585K +$5.91K +33 +1%
SMDAM
334
Sumitomo Mitsui DS Asset Management
Japan
$585K +$87.9K +491 +20%
KRW
335
Kaufman Rossin Wealth
Florida
$569K -$81K -452 -13%
FCBT
336
First Citizens Bank & Trust
North Carolina
$569K -$9.49K -53 -2%
HIP
337
HUB Investment Partners
Texas
$565K +$1.43K +8 +0.3%
SAW
338
Signal Advisors Wealth
Michigan
$562K +$504K +2,812 New
QT
339
Quantbot Technologies
New York
$558K +$500K +2,791 New
CB
340
Community Bank
New York
$557K – – –
MFG
341
Magnus Financial Group
New York
$557K +$22.9K +128 +5%
MFA
342
Mayflower Financial Advisors
Massachusetts
$555K -$91.9K -513 -16%
RA
343
RFG Advisory
Alabama
$546K -$508K -2,834 -51%
BF
344
BOK Financial
Oklahoma
$544K +$488K +2,725 New
QCM
345
Quantinno Capital Management
New York
$539K +$50.2K +280 +12%
SMAM
346
Sugar Maple Asset Management
Wisconsin
$536K – – –
FFB
347
First Financial Bankshares
Texas
$535K -$8.06K -45 -2%
DE
348
Diversified Enterprises
Delaware
$535K -$94.9K -530 -17%
TCOT
349
Trust Company of Toledo
Ohio
$533K +$11.6K +65 +2%
SMI
350
Shelter Mutual Insurance
Missouri
$531K – – –
12 13
14
15 16