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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TP
51
Tranquility Partners
Tennessee
$264K +$30.3K +534 +13%
GRP
52
Global Retirement Partners
California
$225K
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$217K +$210K +3,698 New
WCM
54
WealthBridge Capital Management
Ohio
$216K
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$212K +$204K +3,598 New
SBSB
56
Sullivan, Bruyette, Speros & Blaney
Virginia
$201K
SPIA
57
Steward Partners Investment Advisory
New York
$152K +$148K +2,600 New
US Bancorp
58
US Bancorp
Minnesota
$132K
SF
59
Synovus Financial
Georgia
$120K
APA
60
American Portfolios Advisors
New York
$101K
FIB
61
First Interstate Bank
Montana
$85K
FHA
62
Flagship Harbor Advisors
Massachusetts
$77K
ACM
63
Anfield Capital Management
California
$61K +$59.4K +1,046 New
PA
64
PSI Advisors
Florida
$50K +$48.6K +856 New
IF
65
Ironwood Financial
Arizona
$43K -$1.93K -34 -4%
PCIA
66
Prime Capital Investment Advisors
Kansas
$39K
TAIM
67
TD Ameritrade Investment Management
Nebraska
$39K +$31.9K +562 +585%
PA
68
Parallel Advisors
California
$36K +$114 +2 +0.3%
AIC
69
Archer Investment Corporation
Indiana
$32K +$31.2K +550 New
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$19K
CT
71
Caldwell Trust
Florida
$16.4K +$15.9K +280 New
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$15K
SFSIG
73
San Francisco Sentry Investment Group
California
$12K
IA
74
Independence Advisors
Pennsylvania
$12K +$11.4K +200 New
IFWM
75
Institute for Wealth Management
Colorado
$12K +$11.6K +204 New