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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
76
Perennial Investment Advisors
California
$955K +$216K +2,169 +30%
Stifel Financial
77
Stifel Financial
Missouri
$955K +$260K +2,613 +38%
SVWG
78
Shared Vision Wealth Group
United States
$928K +$6.76K +68 +0.7%
GS
79
GTS Securities
Florida
$926K +$909K +9,144 New
IAIM
80
International Assets Investment Management
Florida
$909K +$885K +8,904 New
CTA
81
Chesley Taft & Associates
Illinois
$885K
CPCP
82
Cedar Point Capital Partners
Iowa
$863K +$43.6K +439 +5%
PWS
83
Proactive Wealth Strategies
Georgia
$846K -$48.8K -491 -6%
P
84
&Partners
Tennessee
$753K +$81.3K +818 +12%
OWA
85
One Wealth Advisors
California
$734K +$10.3K +104 +1%
KCM
86
Key Capital Management
Tennessee
$727K +$1.79K +18 +0.3%
UWPG
87
Ullmann Wealth Partners Group
Florida
$712K
EH
88
Equitable Holdings
New York
$684K -$60.8M -612,384 -99%
KAS
89
Kestra Advisory Services
Texas
$681K -$41K -413 -6%
NA
90
NewEdge Advisors
Louisiana
$627K +$9.54K +96 +2%
GAM
91
Gotham Asset Management
New York
$603K
AWA
92
Arkadios Wealth Advisors
Georgia
$601K +$113K +1,140 +24%
KFS
93
Kelly Financial Services
Massachusetts
$575K -$10.8K -109 -2%
FA
94
Flagstar Advisors
New York
$564K +$3.38K +34 +0.6%
Financial Engines Advisors
95
Financial Engines Advisors
California
$562K -$66.9K -673 -11%
SFS
96
Security Financial Services
Indiana
$553K -$14K -141 -3%
SPIA
97
Steward Partners Investment Advisory
New York
$544K
PP
98
Pearl Planning
Michigan
$534K
Focus Partners Wealth
99
Focus Partners Wealth
Massachusetts
$529K +$93.4K +940 +22%
SWM
100
Silverlake Wealth Management
Vermont
$518K +$286K +2,882 +129%