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iShares MSCI USA Value Factor ETF
VLUE

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
376
Selective Wealth Management
Virginia
$267K +$275K +2,651 New
BIA
377
Bell Investment Advisors
California
$262K +$270K +2,598 New
FPW
378
Flagship Private Wealth
Massachusetts
$261K -$18.4K -177 -6%
TVAMP
379
Tennessee Valley Asset Management Partners
Tennessee
$261K +$269K +2,590 New
PB
380
Pinnacle Bancorp
Nebraska
$259K – – –
JIP
381
Jaffetilchin Investment Partners
Florida
$256K -$3.76M -36,220 -93%
PAM
382
Peak Asset Management
Colorado
$255K -$73.4K -707 -22%
KM
383
Kalos Management
Georgia
$254K +$10.8K +104 +5%
MWM
384
MorganRosel Wealth Management
Colorado
$253K – – –
SS
385
Sunbelt Securities
Texas
$242K – – –
BOPW
386
Brandywine Oak Private Wealth
Pennsylvania
$240K – – –
LWP
387
Lumature Wealth Partners
Georgia
$237K -$3.01K -29 -1%
RCAG
388
Rehmann Capital Advisory Group
Michigan
$229K +$23.7K +228 +11%
PIA
389
Perennial Investment Advisors
California
$228K -$24K -231 -9%
LNC
390
Lincoln National Corp
Pennsylvania
$226K +$30.2K +291 +15%
MC
391
Moors & Cabot
Massachusetts
$217K -$42.1K -405 -16%
MSA
392
Marino Stram & Associates
Massachusetts
$217K +$224K +2,160 New
JWBC
393
John W. Brooker & Co
California
$215K +$56.6K +545 +34%
FWCM
394
Ferguson Wellman Capital Management
Oregon
$214K -$272K -2,620 -55%
BP
395
BBR Partners
New York
$213K – – –
HH
396
Hilltop Holdings
Texas
$207K -$424K -4,082 -67%
AIC
397
Ameritas Investment Company
Nebraska
$206K +$189K +1,819 +808%
TW
398
TrinityPoint Wealth
Connecticut
$204K +$210K +2,025 New
GSIS
399
Global Strategic Investment Solutions
Arizona
$203K – – –
AOWM
400
Alpha Omega Wealth Management
Virginia
$203K +$210K +2,018 New
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