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iShares MSCI USA Value Factor ETF
VLUE

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
401
IEQ Capital
California
$215K +$222K +1,514 New
SWP
402
Stratos Wealth Partners
Ohio
$214K -$675K -4,602 -75%
CIC
403
Chilton Investment Company
Connecticut
$213K – – –
MWM
404
Modern Wealth Management
Kansas
$211K +$214K +1,457 New
BWM
405
BKM Wealth Management
Wisconsin
$211K – – –
KWA
406
Kingswood Wealth Advisors
California
$207K +$214K +1,456 New
LWL
407
Leo Wealth LLC
Texas
$206K -$10.1K -69 -5%
AWM
408
Apollon Wealth Management
South Carolina
$206K +$213K +1,452 New
SFS
409
Security Financial Services
Indiana
$206K +$212K +1,446 New
4WM
410
4J Wealth Management
Virginia
$203K +$209K +1,428 New
AWM
411
AE Wealth Management
Kansas
$203K -$9.68K -66 -4%
5W
412
5T Wealth
California
$202K +$208K +1,420 New
IAG
413
Investmark Advisory Group
Connecticut
$201K +$208K +1,416 New
EW
414
Evoke Wealth
California
$201K +$207K +1,414 New
ALA
415
Atlas Legacy Advisors
California
$201K +$207K +1,413 New
CSPIA
416
Cary Street Partners Investment Advisory
Virginia
$192K -$91.9K -627 -32%
RWM
417
RMG Wealth Management
Wisconsin
$192K – – –
DWP
418
Destiny Wealth Partners
Florida
$187K -$18.5K -126 -9%
AIC
419
Archer Investment Corporation
Indiana
$182K – – –
TCM
420
TD Capital Management
Tennessee
$174K +$19.1K +130 +12%
NB
421
NBT Bank
New York
$173K +$158K +1,077 +786%
EWA
422
EverSource Wealth Advisors
Alabama
$168K +$30.5K +208 +21%
MNA
423
Manning & Napier Advisors
New York
$165K – – –
LWMI
424
Legacy Wealth Management (Idaho)
Idaho
$143K +$147K +1,003 +16,717%
PTC
425
Private Trust Company
Ohio
$143K +$148K +1,009 New
15 16
17
18 19