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iShares MSCI USA Value Factor ETF
VLUE

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
551
Blue Bell Private Wealth Management
Pennsylvania
$14K +$13.3K +126 New
CCM
552
Chilton Capital Management
Texas
$11K +$10.6K +101 New
FWA
553
FSC Wealth Advisors
New York
$10K +$9.36K +89 New
MBFW
554
Morton Brown Family Wealth
Pennsylvania
$10K +$9.47K +90 New
IFAM
555
Institutional & Family Asset Management
Colorado
$9K – – –
HIA
556
Harbor Investment Advisory
Maryland
$9K +$5.89K +56 +187%
FAG
557
Fortitude Advisory Group
Washington
$9K +$8.42K +80 New
KSWA
558
Kathleen S. Wright Associates
Pennsylvania
$9K +$8.42K +80 New
SIC
559
Salem Investment Counselors
North Carolina
$9K +$8.63K +82 New
JWA
560
JFS Wealth Advisors
Pennsylvania
$8K +$1.16K +11 +19%
SFCL
561
Strengthening Families & Communities LLC
Massachusetts
$8K +$7.26K +69 New
TCWA
562
Ten Capital Wealth Advisors
Washington
$7K +$6.63K +63 New
IF
563
Integrity Financial
Wyoming
$6K +$6K +57 New
OA
564
Operose Advisors
Wisconsin
$6K +$6.1K +58 New
CI
565
Cordant Inc
Oregon
$6K +$6.21K +59 New
EVM
566
Eaton Vance Management
Massachusetts
$5K – – –
HWA
567
HHM Wealth Advisors
Tennessee
$5K – – –
IRC
568
Investors Research Corp
Georgia
$5K – – –
BLC
569
Brown, Lisle/Cummings
Rhode Island
$4.27K +$4.1K +39 New
BWL
570
Bogart Wealth LLC
Virginia
$4K – – –
SBL
571
Sargent Bickham Lagudis
Colorado
$4K – – –
VCM
572
Versant Capital Management
Arizona
$4K – – –
FWM
573
Focused Wealth Management
New York
$4K +$105 +1 +3%
TFP
574
Tilia Fiduciary Partners
North Carolina
$4K +$3.47K +33 New
FA
575
Faithward Advisors
Pennsylvania
$4K +$3.68K +35 New
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