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iShares MSCI USA Value Factor ETF
VLUE

Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
101
Horst & Graben Wealth Management
Oregon
$3.17M +$826K +11,112 +35%
HFA
102
High Falls Advisors
New York
$3M +$272K +3,655 +9%
LWM
103
Liberty Wealth Management
California
$2.96M +$605K +8,141 +25%
RA
104
RFG Advisory
Alabama
$2.96M +$1.41M +18,912 +89%
FFN
105
Focus Financial Network
Minnesota
$2.9M +$665K +8,943 +29%
PWA
106
Physician Wealth Advisors
Utah
$2.77M +$184K +2,477 +7%
T
107
TRUADVICE
Florida
$2.5M +$2.43M +32,720 New
DT
108
Diversified Trust
Tennessee
$2.48M -$16.6M -223,313 -87%
NFG
109
NewFocus Financial Group
Washington
$2.48M -$203K -2,736 -8%
CA
110
Cetera Advisors
Colorado
$2.46M +$324K +4,354 +15%
CAM
111
Concorde Asset Management
Michigan
$2.42M -$1.34K -18 -0.1%
WP
112
WealthShield Partners
North Carolina
$2.38M +$412K +5,540 +21%
LFG
113
LifePlan Financial Group
Ohio
$2.38M +$38.6K +520 +2%
HF
114
HRT Financial
New York
$2.27M -$143K -1,925 -6%
APW
115
Austin Private Wealth
Texas
$2.27M +$840K +11,301 +58%
MCIA
116
Mountain Capital Investment Advisors
Colorado
$2.23M +$1.9M +25,545 +846%
BCM
117
Brookstone Capital Management
Illinois
$2.15M -$5.25M -70,619 -71%
WI
118
Wintrust Investments
Illinois
$2.11M +$2.12M +28,593 New
DE
119
Day & Ennis
Georgia
$2.07M +$188K +2,532 +10%
SMG
120
Smart Money Group
Texas
$2.04M +$474K +6,374 +30%
KAS
121
Kestra Advisory Services
Texas
$2.01M +$2.02M +27,204 New
OIA
122
OneDigital Investment Advisors
Kansas
$2M -$533K -7,174 -21%
SOMRS
123
State of Michigan Retirement System
Michigan
$1.92M +$1.93M +26,000 New
STB
124
S&T Bank
Pennsylvania
$1.89M -$1.87M -25,149 -50%
NSLI
125
Nan Shan Life Insurance
Taiwan
$1.84M – – –
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