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iShares MSCI USA Value Factor ETF
VLUE

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
326
Costello Asset Management
Pennsylvania
$55.1K +$316 +3 +0.6%
NS
327
NBC Securities
Alabama
$55K -$5.06K -48 -9%
AC
328
AlphaCore Capital
California
$51.9K – – –
GWSA
329
Global Wealth Strategies & Associates
Colorado
$50.5K -$3.27K -31 -6%
WSFS
330
Wilmington Savings Fund Society
Delaware
$50K +$18.1K +172 +64%
CA
331
CoreCap Advisors
Michigan
$49.5K +$105 +1 +0.2%
AT
332
Avalon Trust
New Mexico
$49.2K – – –
NB
333
NBT Bank
New York
$46.2K +$6.65K +63 +18%
SWM
334
Spire Wealth Management
Virginia
$44.8K -$328K -3,113 -89%
EWA
335
EverSource Wealth Advisors
Alabama
$42.1K – – –
BF
336
BOK Financial
Oklahoma
$42.1K +$39.2K +372 New
BTI
337
Blue Trust Inc
Georgia
$41.2K +$211 +2 +0.6%
SAM
338
Smartleaf Asset Management
Massachusetts
$36.6K +$14K +133 +69%
TAM
339
Tucker Asset Management
Colorado
$35.3K -$12.8K -121 -28%
AAG
340
Armstrong Advisory Group
Massachusetts
$31.6K – – –
MWM
341
MGB Wealth Management
Texas
$31.1K – – –
RPCA
342
Running Point Capital Advisors
California
$28.9K – – –
RIL
343
Rothschild Investment LLC
Illinois
$28.3K +$105 +1 +0.4%
KFI
344
Key Financial Inc
Pennsylvania
$27.4K +$1.16K +11 +5%
AAS
345
Ameritas Advisory Services
Nebraska
$26.2K +$24.4K +231 New
NRC
346
New Republic Capital
North Carolina
$25.4K – – –
GC
347
GFG Capital
Florida
$24.5K +$22.8K +216 New
BBPWM
348
Blue Bell Private Wealth Management
Pennsylvania
$21.1K -$8.02K -76 -29%
AWM
349
Abound Wealth Management
Tennessee
$18.9K -$2.85K -27 -14%
MWA
350
Medallion Wealth Advisors
Connecticut
$18.8K – – –
12 13
14
15 16