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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
51
Kestra Private Wealth Services
Texas
$447K +$25.9K +400 +6%
UWPG
52
Ullmann Wealth Partners Group
Florida
$419K
EVM
53
Eaton Vance Management
Massachusetts
$408K
PWS
54
Private Wealth Strategies
Ohio
$391K +$1.81K +28 +0.4%
MWP
55
Madison Wealth Partners
Wisconsin
$390K -$117K -1,811 -22%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$380K +$32.4K +500 +9%
WS
57
Wedbush Securities
California
$372K
Ameriprise
58
Ameriprise
Minnesota
$367K +$104K +1,613 +36%
GRP
59
Global Retirement Partners
California
$359K
TRCT
60
Tower Research Capital (TRC)
New York
$345K +$73.7K +1,138 +25%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$327K -$971 -15 -0.3%
SAM
62
Summit Asset Management
Tennessee
$327K +$21.6K +333 +7%
Stifel Financial
63
Stifel Financial
Missouri
$311K
TW
64
Towerpoint Wealth
California
$311K
BAM
65
Belpointe Asset Management
Nevada
$311K +$28K +432 +9%
Creative Planning
66
Creative Planning
Kansas
$310K
First Manhattan
67
First Manhattan
New York
$301K
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$295K -$4.49M -69,368 -93%
PAG
69
Private Advisor Group
New Jersey
$286K -$308K -4,754 -50%
BRWA
70
B. Riley Wealth Advisors
Florida
$286K +$388 +6 +0.1%
APA
71
American Portfolios Advisors
New York
$278K
CPIG
72
Chicago Partners Investment Group
Illinois
$271K +$16.2K +250 +6%
VBFP
73
Valtinson Bruner Financial Planning
Minnesota
$252K +$270K +4,168 New
NA
74
NewEdge Advisors
Louisiana
$229K +$246K +3,800 New
TSWM
75
Tyler-Stone Wealth Management
Ohio
$228K -$2.78K -43 -1%