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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCI
51
Brinker Capital Investments
Pennsylvania
$1.07M +$432K +5,214 +65%
OPS
52
Orion Portfolio Solutions
Nebraska
$1.07M +$432K +5,214 +65%
FSC
53
Full Sail Capital
Oklahoma
$1.07M
WA
54
Waverly Advisors
Alabama
$1.01M -$3.07K -37 -0.3%
VP
55
Verum Partners
North Carolina
$1M
AWS
56
Atria Wealth Solutions
New York
$977K +$135K +1,630 +16%
HWM
57
HB Wealth Management
Georgia
$955K -$12.4K -150 -1%
IAG
58
Ipsen Advisor Group
Arkansas
$923K +$945K +11,397 New
SI
59
Saxon Interests
Texas
$914K
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$847K -$2.04M -24,581 -70%
Lido Advisors
61
Lido Advisors
California
$795K +$569K +6,862 +232%
Citigroup
62
Citigroup
New York
$789K +$7.88K +95 +1%
KPWS
63
Kestra Private Wealth Services
Texas
$724K +$10.6K +128 +1%
SF
64
Synovus Financial
Georgia
$718K +$735K +8,860 New
CPCP
65
Cedar Point Capital Partners
Iowa
$717K -$67K -808 -8%
SVWG
66
Shared Vision Wealth Group
United States
$671K +$3.07K +37 +0.4%
AssetMark Inc
67
AssetMark Inc
California
$667K +$681K +8,217 +43,247%
GRP
68
Global Retirement Partners
California
$637K -$93.7K -1,130 -13%
HGWM
69
Horst & Graben Wealth Management
Oregon
$626K +$36.9K +445 +6%
Jane Street
70
Jane Street
New York
$623K +$638K +7,695 New
Fidelity Investments
71
Fidelity Investments
Massachusetts
$610K -$10.6K -128 -2%
NA
72
NewEdge Advisors
Louisiana
$593K +$13.6K +164 +2%
UWPG
73
Ullmann Wealth Partners Group
Florida
$569K
TSWM
74
Tyler-Stone Wealth Management
Ohio
$542K -$5.97K -72 -1%
DA
75
Detalus Advisors
Missouri
$520K +$96.1K +1,159 +22%