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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GG
51
GenWealth Group
New Jersey
$1.68M -$26.6K -288 -2%
Truist Financial
52
Truist Financial
North Carolina
$1.57M -$621K -6,709 -29%
CWMK
53
Caliber Wealth Management (Kansas)
Kansas
$1.5M -$10.1K -109 -0.7%
BAMG
54
Brand Asset Management Group
Missouri
$1.42M -$20.2K -218 -1%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$1.41M -$907K -9,806 -40%
OIA
56
OneDigital Investment Advisors
Kansas
$1.34M -$222K -2,403 -15%
EIP
57
Ellis Investment Partners
Pennsylvania
$1.32M -$13.9K -150 -1%
GRP
58
Global Retirement Partners
California
$1.27M +$192K +2,076 +18%
Comerica Bank
59
Comerica Bank
Texas
$1.26M -$24K -259 -2%
VP
60
Verum Partners
North Carolina
$1.17M
IAG
61
Ipsen Advisor Group
Arkansas
$1.16M -$14K -151 -1%
CGF
62
Constant Guidance Financial
Massachusetts
$1.14M +$2.12M +22,963 New
HGWM
63
Horst & Graben Wealth Management
Oregon
$1.13M -$370 -4 -0%
Citigroup
64
Citigroup
New York
$1.1M -$2.04K -22 -0.2%
SI
65
Saxon Interests
Texas
$1.06M
WA
66
Waverly Advisors
Alabama
$1.04M -$10.1K -109 -1%
HWM
67
HB Wealth Management
Georgia
$1.01M
DA
68
Detalus Advisors
Missouri
$975K +$5.74K +62 +0.6%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$966K +$75.6K +817 +9%
AB
70
ANB Bank
Colorado
$928K -$28.5K -308 -3%
Lido Advisors
71
Lido Advisors
California
$892K
SVWG
72
Shared Vision Wealth Group
United States
$874K
KFI
73
Key Financial Inc
Pennsylvania
$869K +$8.23K +89 +1%
SWP
74
Stratos Wealth Partners
Ohio
$848K +$85.7K +926 +11%
KPWS
75
Kestra Private Wealth Services
Texas
$840K +$278 +3 +0%