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iShares MSCI USA Value Factor ETF
VLUE

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
501
Asset Dedication LLC
California
$14.5K – – –
PPC
502
Park Place Capital
Alabama
$14.1K +$14.5K +99 New
MIM
503
MTM Investment Management
South Carolina
$13.9K – – –
MEG
504
Millstone Evans Group
Colorado
$13.8K – – –
BWL
505
Bogart Wealth LLC
Virginia
$13.4K – – –
ME
506
McIlrath & Eck
Washington
$13.1K +$147 +1 +1%
JWA
507
JFS Wealth Advisors
Pennsylvania
$12.8K +$4.55K +31 +53%
VCM
508
Versant Capital Management
Arizona
$11.8K – – –
SS
509
Sunbelt Securities
Texas
$10.5K – – –
OFG
510
Oxford Financial Group
Indiana
$9.67K – – –
BW
511
Bravera Wealth
North Dakota
$9.24K – – –
CFO
512
CVA Family Office
Colorado
$7.96K – – –
TPWA
513
Twin Peaks Wealth Advisors
California
$7.82K +$8.07K +55 New
MWPCG
514
Measured Wealth Private Client Group
New Hampshire
$7.68K – – –
DSC
515
Duncker Streett & Co
Missouri
$7.39K – – –
BBPWM
516
Blue Bell Private Wealth Management
Pennsylvania
$7.11K -$19.9K -136 -73%
T
517
Tidemark
California
$6.68K – – –
MSFP
518
Mark Sheptoff Financial Planning
Connecticut
$6.61K – – –
DJSG
519
D.J. St. Germain
Massachusetts
$5.83K +$6.01K +41 New
WA
520
WPG Advisers
Maryland
$5.69K +$5.28K +36 +900%
IAAG
521
Innovative Asset Advisors Group
Connecticut
$5.69K +$5.87K +40 New
ACM
522
Anfield Capital Management
California
$5.57K +$5.72K +39 New
BLC
523
Brown, Lisle/Cummings
Rhode Island
$5.54K – – –
RF
524
Robinswood Financial
Washington
$5.4K +$5.57K +38 New
HCM
525
Hollencrest Capital Management
California
$5.12K – – –
19 20
21
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