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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$376K +$22.6K +363 +6%
GRP
52
Global Retirement Partners
California
$372K
PWS
53
Private Wealth Strategies
Ohio
$369K +$3.18K +51 +0.8%
FA
54
Flagstar Advisors
New York
$368K -$86.9K -1,393 -18%
EVM
55
Eaton Vance Management
Massachusetts
$367K -$16K -256 -4%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$363K +$63.4K +1,017 +19%
WS
57
Wedbush Securities
California
$348K
APA
58
American Portfolios Advisors
New York
$313K +$58K +930 +20%
BAM
59
Belpointe Asset Management
Nevada
$297K +$8.3K +133 +3%
TW
60
Towerpoint Wealth
California
$290K -$936 -15 -0.3%
Creative Planning
61
Creative Planning
Kansas
$290K
Stifel Financial
62
Stifel Financial
Missouri
$290K
SAM
63
Summit Asset Management
Tennessee
$287K -$20.8K -333 -6%
First Manhattan
64
First Manhattan
New York
$282K
BRWA
65
B. Riley Wealth Advisors
Florida
$268K +$561 +9 +0.2%
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$266K -$14.4K -231 -5%
CPIG
67
Chicago Partners Investment Group
Illinois
$250K -$15.6K -250 -6%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$244K -$290K -4,650 -52%
SC
69
Stephens Consulting
Michigan
$225K +$248K +3,977 New
WCM
70
WealthBridge Capital Management
Ohio
$222K
NA
71
NewEdge Advisors
Louisiana
$215K
TSWM
72
Tyler-Stone Wealth Management
Ohio
$213K
KAS
73
Kestra Advisory Services
Texas
$211K +$233K +3,739 New
VBFP
74
Valtinson Bruner Financial Planning
Minnesota
$204K -$34.3K -550 -13%
SPIA
75
Steward Partners Investment Advisory
New York
$169K