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iShares MSCI USA Value Factor ETF
VLUE

Name Holding Trade Value Shares
Change 		Change in
Stake
CIS
351
Custom Index Systems
New York
$529K +$474K +2,648 New
TMWM
352
Taylor & Morgan Wealth Management
Michigan
$529K +$1.61K +9 +0.3%
WAP
353
Wealthcare Advisory Partners
Pennsylvania
$524K +$470K +2,622 New
IFG
354
Independent Financial Group
California
$516K -$59.1K -330 -11%
WAL
355
W Advisors LLC
Tennessee
$510K +$179 +1 +0%
ST
356
Smithfield Trust
Pennsylvania
$506K -$40.3K -225 -8%
FCM
357
Fortis Capital Management
Washington
$504K – – –
CWS
358
Confluence Wealth Services
Pennsylvania
$501K – – –
AG
359
AlTi Global
New York
$501K – – –
LFAS
360
Level Four Advisory Services
Texas
$492K +$14K +78 +3%
DWP
361
Daymark Wealth Partners
Ohio
$485K -$43.7K -244 -9%
BWMG
362
Barnes Wealth Management Group
California
$485K -$4.12K -23 -0.9%
CSP
363
Cary Street Partners
Virginia
$484K -$156K -870 -26%
BWM
364
BCGM Wealth Management
Indiana
$482K +$896 +5 +0.2%
CCA
365
Clearwater Capital Advisors
Illinois
$471K -$39.4K -220 -9%
RSWM
366
Robertson Stephens Wealth Management
California
$470K – – –
FIS
367
Fischer Investment Strategies
California
$462K -$10.7K -60 -3%
BPA
368
Beacon Pointe Advisors
California
$458K +$50.3K +281 +14%
MCM
369
Mattern Capital Management
Colorado
$449K -$43K -240 -10%
HCM
370
Hengehold Capital Management
Ohio
$447K -$16.3K -91 -4%
ITG
371
Index Technologies Group
New York
$435K +$390K +2,175 New
SFS
372
Sowell Financial Services
Arkansas
$428K +$15.9K +89 +4%
FPW
373
Fairvoy Private Wealth
Alabama
$427K +$29.7K +166 +8%
MCM
374
MAI Capital Management
Ohio
$425K +$99.8K +557 +35%
FFG
375
Foundry Financial Group
New Hampshire
$421K -$187K -1,046 -33%
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