VLUE icon

iShares MSCI USA Value Factor ETF
VLUE

Name Holding Trade Value Shares
Change 		Change in
Stake
BLC
451
Brown, Lisle/Cummings
Rhode Island
$5.33K – – –
MSFP
452
Mark Sheptoff Financial Planning
Connecticut
$5.2K – – –
HCM
453
Hollencrest Capital Management
California
$4.92K – – –
PRAG
454
Portfolio Resources Advisor Group
Florida
$4.92K +$4.72K +36 New
AG
455
AmeriFlex Group
Nevada
$4.84K -$4.59K -35 -50%
HWM
456
HighMark Wealth Management
Minnesota
$4.73K -$262 -2 -5%
Q1WB
457
Quest 10 Wealth Builders
Virginia
$4.51K – – –
OC
458
Optima Capital
Oregon
$4.1K +$3.94K +30 New
LFG
459
Larson Financial Group
Missouri
$3.96K – – –
WP
460
WealthShield Partners
North Carolina
$3.96K – – –
RWM
461
Rialto Wealth Management
New York
$3.83K – – –
AP
462
Atwood & Palmer
Missouri
$3.83K +$3.67K +28 New
CPG
463
Cornerstone Planning Group
New Jersey
$3.55K +$3.15K +24 New
GCM
464
Gunpowder Capital Management
Maryland
$3.01K +$2.89K +22 New
HBW
465
Hazlett, Burt & Watson
West Virginia
$3K – – –
MBFW
466
Morton Brown Family Wealth
Pennsylvania
$2.6K – – –
TCOV
467
Trust Company of Vermont
Vermont
$1.37K – – –
LWMI
468
Legacy Wealth Management (Idaho)
Idaho
$821 +$787 +6 New
WA
469
WPG Advisers
Maryland
$547 +$525 +4 New
FP
470
Financial Perspectives
Minnesota
$273 – – –
CSC
471
Caldwell Sutter Capital
California
$273 +$262 +2 New
RWS
472
Retirement Wealth Solutions
Wisconsin
$206 +$131 +1 +100%
VFM
473
Vision Financial Markets
Connecticut
$137 – – –
B
474
Bayban
Minnesota
$137 +$131 +1 New
TPCW
475
TD Private Client Wealth
New York
$95 – – –
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