We are live on ! Find out more
VLUE icon

iShares MSCI USA Value Factor ETF
VLUE

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
401
Sovereign Financial Group
Connecticut
$388K +$372K +3,540 New
AA
402
Ancora Advisors
Ohio
$382K +$65.1K +619 +22%
AF
403
Apexium Financial
Texas
$375K -$8.21K -78 -2%
CCG
404
Capital CS Group
California
$371K +$357K +3,392 New
AWA
405
Archvest Wealth Advisors
California
$353K +$339K +3,225 New
AOWM
406
Alpha Omega Wealth Management
Virginia
$349K +$109K +1,036 +51%
PK
407
Pflug Koory
Nebraska
$348K – – –
LA
408
Latitude Advisors
Florida
$347K -$50.6K -481 -13%
VC
409
Veracity Capital
Georgia
$346K -$89.1K -847 -21%
BPA
410
Beacon Pointe Advisors
California
$344K +$2.84K +27 +0.9%
MWM
411
MBE Wealth Management
Wisconsin
$334K -$25.8K -245 -7%
KF
412
Krilogy Financial
Missouri
$332K +$29.6K +281 +10%
FHC
413
First Heartland Consultants
Missouri
$328K -$103K -981 -25%
AWA
414
Arkadios Wealth Advisors
Georgia
$328K -$22.5K -214 -7%
CFA
415
Carroll Financial Associates
North Carolina
$323K -$55.8K -530 -15%
OFG
416
OmniStar Financial Group
North Carolina
$323K -$30K -285 -9%
DWP
417
Destiny Wealth Partners
Florida
$322K – – –
WW
418
Westshore Wealth
California
$320K – – –
SWP
419
Summit Wealth Partners
Florida
$311K -$3.68K -35 -1%
LNB
420
Ledyard National Bank
$311K -$1.68K -16 -0.6%
EWA
421
EverSource Wealth Advisors
Alabama
$309K +$298K +2,828 New
BWM
422
BCGM Wealth Management
Indiana
$308K -$105 -1 -0%
LNC
423
Lincoln National Corp
Pennsylvania
$307K +$59.4K +565 +25%
NIC
424
Northwest Investment Counselors
Oregon
$298K -$23.1K -220 -7%
SCM
425
Southport Capital Management
Tennessee
$298K +$286K +2,722 New
15 16
17
18 19