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iShares MSCI USA Value Factor ETF
VLUE

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
326
Centaurus Financial
California
$108K +$102K +863 New
VWWMG
327
Vermillion & White Wealth Management Group
Pennsylvania
$108K – – –
GIM
328
Glenmede Investment Management
Pennsylvania
$102K -$148K -1,254 -61%
PMFA
329
Plante Moran Financial Advisors
Michigan
$101K +$95K +807 New
MG
330
Mather Group
Illinois
$100K +$94.5K +803 New
CBT
331
CoreFirst Bank & Trust
Kansas
$100K – – –
BFO
332
Biltmore Family Office
North Carolina
$100K – – –
CT
333
Clearstead Trust
Maine
$97.5K – – –
FCAS
334
First Command Advisory Services
Texas
$95.2K +$6K +51 +7%
GWSG
335
GPS Wealth Strategies Group
Colorado
$90.5K +$353 +3 +0.4%
SIS
336
Sound Income Strategies
Florida
$89.7K +$118 +1 +0.1%
PTC
337
Private Trust Company
Ohio
$80.4K – – –
SGK
338
Steigerwald Gordon & Koch
Virginia
$74.3K +$69.9K +594 New
FWP
339
FAS Wealth Partners
Kansas
$70.5K +$353 +3 +0.5%
EWA
340
EverSource Wealth Advisors
Alabama
$66.4K +$18.7K +159 +43%
WANY
341
Wealthspire Advisors (New York)
New York
$65.1K +$61.3K +521 New
AT
342
Arlington Trust
Alabama
$62.9K – – –
AWM
343
AllSquare Wealth Management
New York
$62.1K – – –
NS
344
NBC Securities
Alabama
$61.3K +$118 +1 +0.2%
CAM
345
Costello Asset Management
Pennsylvania
$61.2K +$235 +2 +0.4%
IIL
346
Insight Inv LLC
California
$61K – – –
RFP
347
Root Financial Partners
California
$57.7K +$54.3K +461 New
AC
348
AlphaCore Capital
California
$57.3K – – –
GWSA
349
Global Wealth Strategies & Associates
Colorado
$55.8K – – –
RIL
350
Rothschild Investment LLC
Illinois
$51.3K +$18.8K +160 +64%
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