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iShares MSCI USA Value Factor ETF
VLUE

Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
451
MGO One Seven
Ohio
$268K +$240K +1,342 New
APC
452
Aspire Private Capital
North Carolina
$261K +$234K +1,304 New
QP
453
Quartz Partners
New York
$260K +$233K +1,299 New
AIC
454
Archer Investment Corporation
Indiana
$256K – – –
GBFP
455
Golden Bell Financial Planning
Georgia
$255K +$229K +1,276 New
FSA
456
Financial Services Advisory
Maryland
$254K +$228K +1,273 New
BMWS
457
Brady Martz Wealth Solutions
North Dakota
$253K +$227K +1,266 New
PWM
458
Perigon Wealth Management
California
$253K +$226K +1,264 New
PTC
459
Private Trust Company
Ohio
$252K +$45K +251 +25%
DWP
460
Destiny Wealth Partners
Florida
$251K -$896 -5 -0.4%
KWA
461
Kingswood Wealth Advisors
California
$250K -$36.4K -203 -14%
SM
462
Sweeney & Michel
California
$248K +$225K +1,257 New
SF
463
Summit Financial
New Jersey
$248K +$222K +1,241 New
E
464
Entelevest
Florida
$246K +$220K +1,231 New
TCIIS
465
TIAA-CREF Individual & Institutional Services
New York
$245K +$220K +1,227 New
CCG
466
Coastwise Capital Group
California
$244K +$219K +1,221 New
CWA
467
Crusonia Wealth Advisors
Colorado
$243K +$217K +1,214 New
NWM
468
Northwest Wealth Management
Iowa
$242K +$217K +1,210 New
PS
469
Planned Solutions
California
$241K +$216K +1,208 New
GS
470
GWN Securities
Florida
$240K +$215K +1,202 New
CWMA
471
Capstone Wealth Management (Alabama)
Alabama
$240K +$215K +1,202 New
TCM
472
Traynor Capital Management
Pennsylvania
$240K +$215K +1,201 New
CAG
473
Csenge Advisory Group
Florida
$240K +$215K +1,200 New
VFG
474
Victory Financial Group
Texas
$239K +$214K +1,195 New
PL
475
Plancorp LLC
Missouri
$238K +$220K +1,228 New
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