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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$733K +$710K +11,023 New
CA
52
Cetera Advisors
Colorado
$686K
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$678K -$7.86K -122 -1%
JIC
54
Johnson Investment Counsel
Ohio
$650K
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$526K -$15.3K -237 -3%
KPWS
56
Kestra Private Wealth Services
Texas
$496K -$25.8K -400 -5%
SC
57
Stephens Consulting
Michigan
$493K +$143K +2,216 +43%
UWPG
58
Ullmann Wealth Partners Group
Florida
$471K
PWS
59
Private Wealth Strategies
Ohio
$441K +$1.93K +30 +0.5%
TC
60
TownSquare Capital
Utah
$441K -$101K -1,565 -19%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$426K +$2.25K +35 +0.5%
Stifel Financial
62
Stifel Financial
Missouri
$425K +$12.9K +200 +3%
FA
63
Flagstar Advisors
New York
$421K -$33.2K -515 -8%
WS
64
Wedbush Securities
California
$410K
CMP
65
Courage Miller Partners
Virginia
$407K -$386 -6 -0.1%
SAM
66
Summit Asset Management
Tennessee
$339K
TW
67
Towerpoint Wealth
California
$333K
First Manhattan
68
First Manhattan
New York
$333K
GRP
69
Global Retirement Partners
California
$328K
BRWA
70
B. Riley Wealth Advisors
Florida
$303K -$12.5K -194 -4%
AWS
71
Atria Wealth Solutions
New York
$295K +$285K +4,429 New
BFG
72
Bleakley Financial Group
New Jersey
$294K +$3.41K +53 +1%
SS
73
Simplicity Solutions
Minnesota
$294K +$3.41K +53 +1%
Creative Planning
74
Creative Planning
Kansas
$293K
CPIG
75
Chicago Partners Investment Group
Illinois
$285K +$1.29K +20 +0.5%