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iShares MSCI USA Value Factor ETF
VLUE

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAM
151
Cornerstone Advisors Asset Management
Pennsylvania
$1.21M -$44.2K -432 -4%
MA
152
Mutual Advisors
Nebraska
$1.16M -$8.8K -86 -0.8%
MBT
153
Montecito Bank & Trust
California
$1.15M -$287K -2,802 -21%
PP
154
Prudential plc
United Kingdom
$1.12M +$471K +4,605 +80%
FFA
155
Farther Finance Advisors
California
$1.12M -$53.5K -523 -5%
FLPIM
156
F.L. Putnam Investment Management
Massachusetts
$1.11M -$2.81M -27,488 -73%
Citadel Advisors
157
Citadel Advisors
Florida
$1.09M -$2.47M -24,110 -71%
MFG
158
Merit Financial Group
Georgia
$1.08M +$70.2K +686 +7%
OWA
159
One Wealth Advisors
California
$1.05M +$177K +1,728 +22%
UB
160
UMB Bank
Missouri
$1.05M -$60K -586 -6%
AI
161
Atria Investments
North Carolina
$1.04M +$984K +9,619 New
AIP
162
Almanack Investment Partners
Pennsylvania
$1.02M – – –
CW
163
CreativeOne Wealth
Kansas
$1.01M +$957K +9,356 New
MWM
164
MorganRosel Wealth Management
Colorado
$1.01M -$61K -596 -6%
Northern Trust
165
Northern Trust
Illinois
$972K +$131K +1,276 +17%
MCA
166
Magnolia Capital Advisors
Mississippi
$971K +$125K +1,219 +15%
VCM
167
Vision Capital Management
Oregon
$931K – – –
PWA
168
Physician Wealth Advisors
Utah
$926K +$29.7K +290 +3%
RSWM
169
Robertson Stephens Wealth Management
California
$913K -$126K -1,235 -13%
DWG
170
Darden Wealth Group
Michigan
$905K -$36.2K -354 -4%
GVAG
171
Great Valley Advisor Group
Delaware
$894K -$654K -6,395 -44%
O3W
172
Omni 360 Wealth
New Jersey
$878K +$134K +1,314 +19%
MGW
173
MB Generational Wealth
Washington
$874K -$331K -3,238 -39%
CWS
174
Cypress Wealth Services
California
$818K -$163K -1,593 -17%
Millennium Management
175
Millennium Management
New York
$811K -$98K -958 -11%
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