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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$302K +$285K +5,388 New
TRCT
52
Tower Research Capital (TRC)
New York
$292K +$257K +4,846 +1,339%
SAM
53
Summit Asset Management
Tennessee
$286K
EVM
54
Eaton Vance Management
Massachusetts
$278K +$262K +4,950 New
Stifel Financial
55
Stifel Financial
Missouri
$276K +$3.71K +70 +1%
BRWA
56
B. Riley Wealth Advisors
Florida
$264K -$207K -3,908 -45%
KPWS
57
Kestra Private Wealth Services
Texas
$240K +$228K +4,310 New
GC
58
Grimes & Company
Massachusetts
$217K +$204K +3,858 New
NA
59
NewEdge Advisors
Louisiana
$213K +$201K +3,800 New
WCM
60
WealthBridge Capital Management
Ohio
$207K +$195K +3,680 New
SBSB
61
Sullivan, Bruyette, Speros & Blaney
Virginia
$192K
SPIA
62
Steward Partners Investment Advisory
New York
$146K
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$131K +$106K +2,000 +613%
APA
64
American Portfolios Advisors
New York
$101K
PFGIA
65
Patriot Financial Group Insurance Agency
Massachusetts
$90K +$14K +264 +20%
TAIM
66
TD Ameritrade Investment Management
Nebraska
$79K
DWMG
67
DB Wealth Management Group
California
$77K +$72.8K +1,376 New
GWM
68
Geneos Wealth Management
Colorado
$74K +$52.9K +1,000 +476%
AAP
69
Arax Advisory Partners
Colorado
$58K +$423 +8 +0.8%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$51K +$38.2K +722 +361%
PA
71
Parallel Advisors
California
$35K
NFG
72
Next Financial Group
Texas
$34K +$21.7K +410 +201%
AIC
73
Archer Investment Corporation
Indiana
$30.9K
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$14K
SFSIG
75
San Francisco Sentry Investment Group
California
$11K