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iShares MSCI USA Value Factor ETF
VLUE

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
576
MTM Investment Management
South Carolina
$19.6K – – –
HIW
577
Holos Integrated Wealth
Pennsylvania
$19.6K – – –
MEG
578
Millstone Evans Group
Colorado
$19.4K – – –
BWL
579
Bogart Wealth LLC
Virginia
$18.8K – – –
JWA
580
JFS Wealth Advisors
Pennsylvania
$16.6K -$1.25K -7 -8%
OC
581
Oakworth Capital
Alabama
$15.8K +$14.5K +81 New
OFG
582
Oxford Financial Group
Indiana
$13.6K – – –
BW
583
Bravera Wealth
North Dakota
$13K – – –
PS
584
Planning Strategies
Pennsylvania
$11.8K +$10.6K +59 New
CFO
585
CVA Family Office
Colorado
$11.2K – – –
OCM
586
Orion Capital Management
California
$11K +$9.85K +55 New
MWPCG
587
Measured Wealth Private Client Group
New Hampshire
$10.8K – – –
PPC
588
Park Place Capital
Alabama
$10.4K -$8.42K -47 -47%
DSC
589
Duncker Streett & Co
Missouri
$10.4K – – –
CIA
590
Cape Investment Advisory
Georgia
$10.2K +$9.13K +51 New
BBPWM
591
Blue Bell Private Wealth Management
Pennsylvania
$9.99K – – –
TWIM
592
TIAA Wealth Investment Management
New York
$9.64K +$8.6K +48 New
MA
593
Montag & Associates
Georgia
$9.59K +$8.6K +48 New
T
594
Tidemark
California
$9.39K – – –
WA
595
WPG Advisers
Maryland
$8.39K +$358 +2 +5%
DJSG
596
D.J. St. Germain
Massachusetts
$8.19K – – –
BLC
597
Brown, Lisle/Cummings
Rhode Island
$7.79K – – –
MSFP
598
Mark Sheptoff Financial Planning
Connecticut
$7.59K – – –
RF
599
Robinswood Financial
Washington
$7.59K – – –
HCM
600
Hollencrest Capital Management
California
$7.19K – – –
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