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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWS
51
Private Wealth Strategies
Ohio
$388K +$2.11K +36 +0.6%
WS
52
Wedbush Securities
California
$378K +$362K +6,162 New
CWS
53
Cypress Wealth Services
California
$359K
Fidelity Investments
54
Fidelity Investments
Massachusetts
$357K -$45.3K -772 -12%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$334K +$2.82K +48 +0.9%
Stifel Financial
56
Stifel Financial
Missouri
$316K +$13.5K +230 +5%
SAM
57
Summit Asset Management
Tennessee
$313K
BRWA
58
B. Riley Wealth Advisors
Florida
$289K +$470 +8 +0.2%
KPWS
59
Kestra Private Wealth Services
Texas
$257K -$7.63K -130 -3%
KWM
60
Kingsview Wealth Management
Oregon
$252K +$239K +4,074 New
CPIG
61
Chicago Partners Investment Group
Illinois
$250K +$140K +2,378 +43%
GC
62
Grimes & Company
Massachusetts
$237K
NA
63
NewEdge Advisors
Louisiana
$233K
WCM
64
WealthBridge Capital Management
Ohio
$226K
SBSB
65
Sullivan, Bruyette, Speros & Blaney
Virginia
$211K
TRCT
66
Tower Research Capital (TRC)
New York
$207K -$108K -1,840 -35%
RA
67
Rodgers & Associates
Pennsylvania
$204K +$195K +3,322 New
SPIA
68
Steward Partners Investment Advisory
New York
$184K +$23.5K +400 +15%
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$155K +$54.7K +932 +58%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$143K
BBHC
71
Brown Brothers Harriman & Co
New York
$141K +$135K +2,300 New
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$127K +$67.9K +1,156 +125%
APA
73
American Portfolios Advisors
New York
$110K
DWMG
74
DB Wealth Management Group
California
$86K +$1.41K +24 +2%
TAIM
75
TD Ameritrade Investment Management
Nebraska
$79K