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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SBSB
51
Sullivan, Bruyette, Speros & Blaney
Virginia
$169K – – –
SPIA
52
Steward Partners Investment Advisory
New York
$129K – – –
APA
53
American Portfolios Advisors
New York
$88.5K – – –
TAIM
54
TD Ameritrade Investment Management
Nebraska
$69K – – –
PFGIA
55
Patriot Financial Group Insurance Agency
Massachusetts
$66K +$62.2K +1,244 +1,447%
FHA
56
Flagship Harbor Advisors
Massachusetts
$65K – – –
AAP
57
Arax Advisory Partners
Colorado
$50K +$400 +8 +0.8%
PA
58
Parallel Advisors
California
$31K +$100 +2 +0.3%
AIC
59
Archer Investment Corporation
Indiana
$27.2K – – –
TRCT
60
Tower Research Capital (TRC)
New York
$18K -$810K -16,196 -98%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$16K – – –
HNB
62
Huntington National Bank
Ohio
$13K – – –
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$12K – – –
IA
64
Independence Advisors
Pennsylvania
$10K – – –
SFSIG
65
San Francisco Sentry Investment Group
California
$10K – – –
GWM
66
Geneos Wealth Management
Colorado
$10K +$3K +60 +40%
NFG
67
Next Financial Group
Texas
$10K +$10.2K +204 New
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$9K -$100 -2 -1%
ASN
69
Advisory Services Network
Georgia
$9K +$9K +180 New
JSC
70
Jackson Square Capital
California
$8K +$8.1K +162 New
IF
71
Ironwood Financial
Arizona
$7K – – –
CT
72
Caldwell Trust
Florida
$3.95K -$10K -200 -71%
AssetMark Inc
73
AssetMark Inc
California
$2K +$2.3K +46 New
TWA
74
TCI Wealth Advisors
Arizona
$1K – – –
PPA
75
Parametric Portfolio Associates
Washington
– -$1.25M -25,958 Closed