VLUE icon

iShares MSCI USA Value Factor ETF
VLUE

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
451
Golden State Equity Partners
California
$247K -$83.5K -794 -26%
D
452
Dentgroup
Louisiana
$240K +$231K +2,195 New
3LCM
453
3D/L Capital Management
Connecticut
$239K -$56.6K -538 -20%
PAM
454
Peak Asset Management
Colorado
$237K -$38.4K -365 -14%
MWM
455
Minot Wealth Management
Massachusetts
$235K +$226K +2,150 New
FWCM
456
Ferguson Wellman Capital Management
Oregon
$233K – – –
BP
457
BBR Partners
New York
$232K – – –
ACM
458
AlphaStar Capital Management
North Carolina
$232K +$213K +2,021 New
OC
459
Oppenheimer & Co
New York
$226K +$217K +2,062 New
GSIS
460
Global Strategic Investment Solutions
Arizona
$224K +$3.05K +29 +1%
RCAG
461
Rehmann Capital Advisory Group
Michigan
$223K -$25.4K -241 -11%
MSA
462
Marino Stram & Associates
Massachusetts
$223K -$12.9K -123 -6%
TW
463
TrinityPoint Wealth
Connecticut
$222K – – –
BWM
464
BCS Wealth Management
Tennessee
$222K +$214K +2,030 New
TI
465
tru Independence
Oregon
$220K – – –
WMR
466
Wealth Management Resources
Rhode Island
$219K +$211K +2,004 New
AWA
467
Arete Wealth Advisors
Illinois
$213K -$6.31K -60 -3%
WA
468
WealthTrust Axiom
Pennsylvania
$211K -$8.1K -77 -4%
RF
469
Rollins Financial
Georgia
$209K +$200K +1,905 New
D
470
Diversified
Delaware
$204K +$194K +1,847 New
PFPT
471
Pinnacle Financial Partners (Tennessee)
Tennessee
$203K +$195K +1,851 New
ACP
472
Aveo Capital Partners
Colorado
$202K +$194K +1,846 New
LWP
473
Lumature Wealth Partners
Georgia
$200K -$55.8K -530 -22%
TFA
474
Teamwork Financial Advisors
Texas
$200K +$192K +1,826 New
AIC
475
Archer Investment Corporation
Indiana
$188K – – –
17 18
19
20 21