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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
51
Summit Asset Management
Tennessee
$265K
BRWA
52
B. Riley Wealth Advisors
Florida
$215K +$639 +12 +0.2%
Citadel Advisors
53
Citadel Advisors
Florida
$209K -$1.52M -28,596 -86%
SBSB
54
Sullivan, Bruyette, Speros & Blaney
Virginia
$148K
SPIA
55
Steward Partners Investment Advisory
New York
$112K
US Bancorp
56
US Bancorp
Minnesota
$98K
SF
57
Synovus Financial
Georgia
$89K
APA
58
American Portfolios Advisors
New York
$74.7K
TAIM
59
TD Ameritrade Investment Management
Nebraska
$59K +$37.4K +702 +107%
FHA
60
Flagship Harbor Advisors
Massachusetts
$57K
AAP
61
Arax Advisory Partners
Colorado
$43K +$52.7K +990 New
PCIA
62
Prime Capital Investment Advisors
Kansas
$29K
PA
63
Parallel Advisors
California
$26K
AIC
64
Archer Investment Corporation
Indiana
$24K
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$14K
CT
66
Caldwell Trust
Florida
$12.1K
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$11K
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$9K -$186K -3,496 -95%
IA
69
Independence Advisors
Pennsylvania
$9K
SFSIG
70
San Francisco Sentry Investment Group
California
$9K
NFG
71
Next Financial Group
Texas
$9K +$10.9K +204 New
CFA
72
Carroll Financial Associates
North Carolina
$8K
ASN
73
Advisory Services Network
Georgia
$8K +$4.26K +80 +80%
IF
74
Ironwood Financial
Arizona
$6K -$30.7K -576 -79%
GWM
75
Geneos Wealth Management
Colorado
$6K