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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWS
51
Private Wealth Strategies
Ohio
$410K +$1.48K +23 +0.4%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$399K +$48.2K +751 +14%
WS
53
Wedbush Securities
California
$398K
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$391K +$239K +3,733 +160%
FTUS
55
Flow Traders U.S.
New York
$372K +$369K +5,757 New
GRP
56
Global Retirement Partners
California
$357K -$68.9K -1,074 -16%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$352K -$23K -358 -6%
KPWS
58
Kestra Private Wealth Services
Texas
$340K +$69.3K +1,080 +26%
TW
59
Towerpoint Wealth
California
$336K -$72.4K -1,129 -18%
Stifel Financial
60
Stifel Financial
Missouri
$332K
SAM
61
Summit Asset Management
Tennessee
$329K
First Manhattan
62
First Manhattan
New York
$322K +$321K +5,000 New
BRWA
63
B. Riley Wealth Advisors
Florida
$304K +$192 +3 +0.1%
KWM
64
Kingsview Wealth Management
Oregon
$269K +$4.81K +75 +2%
NA
65
NewEdge Advisors
Louisiana
$265K +$19.2K +300 +8%
CPIG
66
Chicago Partners Investment Group
Illinois
$258K -$252K -3,934 -50%
GC
67
Grimes & Company
Massachusetts
$249K
WCM
68
WealthBridge Capital Management
Ohio
$238K
CWS
69
Cypress Wealth Services
California
$210K -$166K -2,596 -44%
WWM
70
Windsor Wealth Management
Indiana
$209K +$208K +3,243 New
SPIA
71
Steward Partners Investment Advisory
New York
$194K
PFGIA
72
Patriot Financial Group Insurance Agency
Massachusetts
$160K -$3.4K -53 -2%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$160K +$25.7K +401 +19%
BBHC
74
Brown Brothers Harriman & Co
New York
$148K
APA
75
American Portfolios Advisors
New York
$132K +$15.9K +248 +14%