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iShares MSCI USA Value Factor ETF
VLUE

Name Holding Trade Value Shares
Change 		Change in
Stake
EBA
401
Eagle Bay Advisors
New York
$4.12K – – –
MSFP
402
Mark Sheptoff Financial Planning
Connecticut
$4.01K – – –
NCM
403
Northwest Capital Management
Oregon
$4.01K – – –
AG
404
AmeriFlex Group
Nevada
$3.81K +$3.85K +35 New
WP
405
WealthShield Partners
North Carolina
$3.8K – – –
VCM
406
Versant Capital Management
Arizona
$3.7K – – –
GWANC
407
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.7K +$1.21K +11 +46%
Q1WB
408
Quest 10 Wealth Builders
Virginia
$3.48K +$3.63K +33 New
GWM
409
Geneos Wealth Management
Colorado
$3.06K -$14.7K -134 -82%
TFGT
410
TS Financial Group (TSFG)
Illinois
$3K – – –
SJIM
411
St. Johns Investment Management
Florida
$2.64K +$2.75K +25 New
CCM
412
Chilton Capital Management
Texas
$2.54K -$16.6K -151 -86%
CJH
413
Christopher J. Hasenberg
Wisconsin
$2.54K +$2.64K +24 New
MBFW
414
Morton Brown Family Wealth
Pennsylvania
$2.01K – – –
SFGP
415
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.69K +$1.76K +16 New
CPG
416
Cornerstone Planning Group
New Jersey
$1.69K – – –
VHAM
417
Van Hulzen Asset Management
California
$1.37K +$1.43K +13 New
TCOV
418
Trust Company of Vermont
Vermont
$1.06K +$1.1K +10 New
CJ
419
Caitlin John
Michigan
$950 – – –
KSWA
420
Kathleen S. Wright Associates
Pennsylvania
$739 – – –
FP
421
Financial Perspectives
Minnesota
$211 – – –
RWS
422
Retirement Wealth Solutions
Wisconsin
$154 +$110 +1 New
VFM
423
Vision Financial Markets
Connecticut
$106 +$110 +1 New
TPCW
424
TD Private Client Wealth
New York
$73 – – –
OP
425
ORG Partners
Indiana
$29 – – –
15 16
17
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