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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$391K +$5.42K +83 +1%
BAM
52
Belpointe Asset Management
Nevada
$390K -$109K -1,672 -21%
EVM
53
Eaton Vance Management
Massachusetts
$382K -$62.1K -950 -14%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$352K +$4.58K +70 +1%
FTUS
55
Flow Traders U.S.
New York
$337K -$30.6K -468 -8%
TW
56
Towerpoint Wealth
California
$331K
Stifel Financial
57
Stifel Financial
Missouri
$327K
SAM
58
Summit Asset Management
Tennessee
$324K
First Manhattan
59
First Manhattan
New York
$318K
KPWS
60
Kestra Private Wealth Services
Texas
$316K -$19.6K -300 -6%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$307K -$89.1K -1,364 -22%
BRWA
62
B. Riley Wealth Advisors
Florida
$300K +$457 +7 +0.1%
CPIG
63
Chicago Partners Investment Group
Illinois
$270K +$915 +14 +0.4%
Creative Planning
64
Creative Planning
Kansas
$253K -$224K -3,428 -46%
GC
65
Grimes & Company
Massachusetts
$246K
NA
66
NewEdge Advisors
Louisiana
$242K -$19.6K -300 -7%
WCM
67
WealthBridge Capital Management
Ohio
$234K
WWM
68
Windsor Wealth Management
Indiana
$209K
CWS
69
Cypress Wealth Services
California
$207K
SPIA
70
Steward Partners Investment Advisory
New York
$191K
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$158K +$261 +4 +0.2%
PFGIA
72
Patriot Financial Group Insurance Agency
Massachusetts
$148K -$10.1K -154 -6%
BBHC
73
Brown Brothers Harriman & Co
New York
$146K
APA
74
American Portfolios Advisors
New York
$130K
DWMG
75
DB Wealth Management Group
California
$94K -$6.67K -102 -6%