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iShares MSCI USA Value Factor ETF
VLUE

Name Holding Trade Value Shares
Change 		Change in
Stake
BOPW
401
Brandywine Oak Private Wealth
Pennsylvania
$342K +$94.7K +886 +37%
TA
402
Tiedemann Advisors
New York
$336K +$344K +3,222 New
PK
403
Pflug Koory
Nebraska
$333K – – –
LFAS
404
Level Four Advisory Services
Texas
$332K -$130K -1,217 -28%
AWA
405
Archvest Wealth Advisors
California
$330K -$7.27K -68 -2%
SP
406
Successful Portfolios
Florida
$325K -$173K -1,621 -34%
RL
407
Retireful LLC
Michigan
$324K +$346K +3,235 New
BFA
408
Beacon Financial Advisory
Ohio
$323K -$149K -1,393 -31%
CS
409
Credit Suisse
Switzerland
$321K -$3.41M -31,926 -91%
WP
410
WealthPLAN Partners
Nebraska
$319K -$102K -950 -23%
WIM
411
WealthPlan Investment Management
Nebraska
$319K +$345K +3,232 New
GSWM
412
Golden State Wealth Management
California
$316K -$162K -1,512 -33%
BWM
413
BCGM Wealth Management
Indiana
$316K +$41.7K +390 +14%
ACA
414
Atlas Capital Advisors
Wyoming
$315K +$322K +3,013 New
MWM
415
MBE Wealth Management
Wisconsin
$315K -$4.28K -40 -1%
LNB
416
Ledyard National Bank
$310K +$13.4K +125 +4%
TPWA
417
TRUE Private Wealth Advisors
Oregon
$309K -$430K -4,021 -57%
MWM
418
Minot Wealth Management
Massachusetts
$308K +$85.3K +798 +37%
KF
419
Krilogy Financial
Missouri
$307K -$9.72K -91 -3%
DWP
420
Destiny Wealth Partners
Florida
$307K – – –
WW
421
Westshore Wealth
California
$306K – – –
SA
422
Scarborough Advisors
Maryland
$302K -$6.97M -65,245 -96%
LA
423
Latitude Advisors
Florida
$296K -$36.5K -342 -11%
IWS
424
Insight Wealth Strategies
California
$286K -$13M -121,275 -98%
PPA
425
Parametric Portfolio Associates
Washington
$286K +$292K +2,735 New
15 16
17
18 19