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iShares MSCI USA Value Factor ETF
VLUE

Name Holding Trade Value Shares
Change 		Change in
Stake
HIW
576
Holos Integrated Wealth
Pennsylvania
$19.6K – – –
MEG
577
Millstone Evans Group
Colorado
$19.4K – – –
BWL
578
Bogart Wealth LLC
Virginia
$18.8K – – –
JWA
579
JFS Wealth Advisors
Pennsylvania
$16.6K -$1.25K -7 -8%
OC
580
Oakworth Capital
Alabama
$15.8K +$14.5K +81 New
OFG
581
Oxford Financial Group
Indiana
$13.6K – – –
BW
582
Bravera Wealth
North Dakota
$13K – – –
PS
583
Planning Strategies
Pennsylvania
$11.8K +$10.6K +59 New
CFO
584
CVA Family Office
Colorado
$11.2K – – –
OCM
585
Orion Capital Management
California
$11K +$9.85K +55 New
MWPCG
586
Measured Wealth Private Client Group
New Hampshire
$10.8K – – –
PPC
587
Park Place Capital
Alabama
$10.4K -$8.42K -47 -47%
DSC
588
Duncker Streett & Co
Missouri
$10.4K – – –
CIA
589
Cape Investment Advisory
Georgia
$10.2K +$9.13K +51 New
BBPWM
590
Blue Bell Private Wealth Management
Pennsylvania
$9.99K – – –
TWIM
591
TIAA Wealth Investment Management
New York
$9.64K +$8.6K +48 New
MA
592
Montag & Associates
Georgia
$9.59K +$8.6K +48 New
T
593
Tidemark
California
$9.39K – – –
WA
594
WPG Advisers
Maryland
$8.39K +$358 +2 +5%
DJSG
595
D.J. St. Germain
Massachusetts
$8.19K – – –
MSFP
596
Mark Sheptoff Financial Planning
Connecticut
$7.59K – – –
RF
597
Robinswood Financial
Washington
$7.59K – – –
HCM
598
Hollencrest Capital Management
California
$7.19K – – –
AG
599
AmeriFlex Group
Nevada
$7.13K – – –
MWM
600
Mosley Wealth Management
California
$6.99K -$29.6K -165 -83%
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