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iShares MSCI USA Value Factor ETF
VLUE

Name Holding Trade Value Shares
Change 		Change in
Stake
JMPWA
176
JP Morgan Private Wealth Advisors
California
$811K -$60.9K -646 -7%
PWA
177
Physician Wealth Advisors
Utah
$793K +$1.41K +15 +0.2%
WWP
178
WR Wealth Planners
Missouri
$772K -$18.8K -199 -2%
FCM
179
Fortis Capital Management
Washington
$768K – – –
JSW
180
Journey Strategic Wealth
New Jersey
$767K -$100K -1,061 -11%
PIMG
181
Patriot Investment Management Group
Tennessee
$730K – – –
KPWS
182
Kestra Private Wealth Services
Texas
$718K +$282K +2,990 +61%
T
183
TNF
Montana
$704K -$133K -1,410 -15%
WWM
184
Windsor Wealth Management
Indiana
$685K -$58.4K -620 -8%
AFP
185
Ausdal Financial Partners
Iowa
$666K -$1.26M -13,400 -65%
CPIG
186
Chicago Partners Investment Group
Illinois
$661K -$7.45K -79 -1%
MCA
187
Magnolia Capital Advisors
Mississippi
$654K +$170K +1,802 +31%
FCA
188
FLC Capital Advisors
California
$651K – – –
TCA
189
Transcend Capital Advisors
New Jersey
$647K -$3.39K -36 -0.5%
TI
190
Trexquant Investment
Connecticut
$643K +$298K +3,162 +81%
CWM
191
Certus Wealth Management
California
$613K -$568K -6,026 -47%
TSS
192
Two Sigma Securities
New York
$607K +$630K +6,686 New
TP
193
Tranquility Partners
Tennessee
$594K +$30K +318 +5%
WS
194
Wedbush Securities
California
$592K +$13.7K +145 +2%
GT
195
Greenleaf Trust
Michigan
$592K – – –
UCFA
196
United Capital Financial Advisors
Texas
$583K +$6.88K +73 +1%
RPSA
197
Richard P. Slaughter Associates
Texas
$560K -$94.4K -1,001 -14%
GPA
198
Guerra Pan Advisors
New Jersey
$560K -$193K -2,045 -25%
SWA
199
Stratos Wealth Advisors
Ohio
$559K -$106K -1,122 -15%
CA
200
CGN Advisors
Kansas
$557K -$28.6K -303 -5%
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