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iShares MSCI USA Value Factor ETF
VLUE

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
426
Schrum Private Wealth Management
Florida
$307K -$81.9K -457 -14%
SP
427
Successful Portfolios
Florida
$306K +$4.48K +25 +2%
SFS
428
Security Financial Services
Indiana
$303K +$12.7K +71 +5%
IC
429
IEQ Capital
California
$303K – – –
CIC
430
Chilton Investment Company
Connecticut
$300K – – –
BIG
431
Brookwood Investment Group
Arizona
$295K +$264K +1,475 New
TFA
432
Transamerica Financial Advisors
Florida
$294K -$40.7K -227 -13%
AWM
433
Apollon Wealth Management
South Carolina
$290K – – –
PWM
434
Platform Wealth Management
Utah
$288K +$258K +1,441 New
4WM
435
4J Wealth Management
Virginia
$285K – – –
WPW
436
Watershed Private Wealth
Illinois
$284K +$255K +1,423 New
5W
437
5T Wealth
California
$284K – – –
IAG
438
Investmark Advisory Group
Connecticut
$283K – – –
UAG
439
United Advisor Group
Ohio
$283K -$34.6K -193 -12%
TGAM
440
TBH Global Asset Management
Tennessee
$281K +$252K +1,407 New
CSPIA
441
Cary Street Partners Investment Advisory
Virginia
$281K +$10.2K +57 +4%
AWC
442
Adamsbrown Wealth Consultants
Kansas
$281K +$252K +1,405 New
AWM
443
Avior Wealth Management
Nebraska
$280K +$251K +1,403 New
SG
444
StoneX Group
New York
$280K +$251K +1,402 New
NB
445
Nicolet Bankshares
Wisconsin
$280K +$251K +1,400 New
FPW
446
Flagship Private Wealth
Massachusetts
$279K +$250K +1,398 New
CCA
447
Cora Capital Advisors
New Jersey
$273K +$244K +1,365 New
CAI
448
Capital Advisors Inc
Oklahoma
$271K +$243K +1,355 New
GA
449
GFS Advisors
Texas
$270K +$4.48K +25 New
BWM
450
BKM Wealth Management
Wisconsin
$268K -$24.9K -139 -9%
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