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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
51
Kestra Private Wealth Services
Texas
$481K +$91.5K +1,350 +24%
UWPG
52
Ullmann Wealth Partners Group
Florida
$476K
EVM
53
Eaton Vance Management
Massachusetts
$463K +$51.3K +756 +13%
PWS
54
Private Wealth Strategies
Ohio
$443K +$1.97K +29 +0.5%
WS
55
Wedbush Securities
California
$423K
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$398K +$11.9K +175 +3%
GRP
57
Global Retirement Partners
California
$379K +$403K +5,943 New
Fidelity Investments
58
Fidelity Investments
Massachusetts
$372K -$6.64K -98 -2%
TW
59
Towerpoint Wealth
California
$353K -$4.07K -60 -1%
Stifel Financial
60
Stifel Financial
Missouri
$353K
Creative Planning
61
Creative Planning
Kansas
$352K +$57.6K +850 +20%
SAM
62
Summit Asset Management
Tennessee
$349K
First Manhattan
63
First Manhattan
New York
$342K
BRWA
64
B. Riley Wealth Advisors
Florida
$324K +$339 +5 +0.1%
BAM
65
Belpointe Asset Management
Nevada
$323K -$75.5K -1,114 -19%
APA
66
American Portfolios Advisors
New York
$316K
TRCT
67
Tower Research Capital (TRC)
New York
$314K -$39.7K -586 -11%
Ameriprise
68
Ameriprise
Minnesota
$306K -$694K -10,238 -70%
GC
69
Grimes & Company
Massachusetts
$265K
TSWM
70
Tyler-Stone Wealth Management
Ohio
$262K
WCM
71
WealthBridge Capital Management
Ohio
$252K
CPIG
72
Chicago Partners Investment Group
Illinois
$252K +$678 +10 +0.3%
WWM
73
Windsor Wealth Management
Indiana
$224K
KAS
74
Kestra Advisory Services
Texas
$212K +$339 +5 +0.2%
SPIA
75
Steward Partners Investment Advisory
New York
$206K