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iShares MSCI USA Value Factor ETF
VLUE

Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
401
Cherry Tree Wealth Management
Minnesota
$8.75K – – –
SRCM
402
Signature Resources Capital Management
California
$8.75K – – –
OFG
403
Oxford Financial Group
Indiana
$8.5K – – –
JWA
404
JFS Wealth Advisors
Pennsylvania
$7.38K – – –
DSC
405
Duncker Streett & Co
Missouri
$6.5K – – –
CIA
406
Cape Investment Advisory
Georgia
$6.38K – – –
AF
407
Allworth Financial
California
$6.13K -$824 -7 -13%
T
408
Tidemark
California
$5.88K – – –
AWL
409
AFFINITY WEALTH LLC
Ohio
$5.5K +$5.18K +44 New
BLC
410
Brown, Lisle/Cummings
Rhode Island
$4.88K – – –
MSFP
411
Mark Sheptoff Financial Planning
Connecticut
$4.75K – – –
NCM
412
Northwest Capital Management
Oregon
$4.75K – – –
HWM
413
HighMark Wealth Management
Minnesota
$4.6K +$353 +3 +9%
HCM
414
Hollencrest Capital Management
California
$4.5K – – –
Q1WB
415
Quest 10 Wealth Builders
Virginia
$4.13K – – –
TFGT
416
TS Financial Group (TSFG)
Illinois
$4K – – –
GFWA
417
Grey Fox Wealth Advisors
Delaware
$3.75K +$3.53K +30 New
LFG
418
Larson Financial Group
Missouri
$3.63K – – –
WP
419
WealthShield Partners
North Carolina
$3.63K – – –
RWM
420
Rialto Wealth Management
New York
$3.5K – – –
HBW
421
Hazlett, Burt & Watson
West Virginia
$3K – – –
EB
422
Eastern Bank
Massachusetts
$2.5K +$2.35K +20 New
MBFW
423
Morton Brown Family Wealth
Pennsylvania
$2.38K – – –
AFWM
424
Abich Financial Wealth Management
Virginia
$2.25K +$2.12K +18 New
NC
425
North Capital
Utah
$1.57K +$118 +1 +8%
15 16
17
18 19