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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
76
WealthBridge Capital Management
Ohio
$222K
RJT
77
Raymond James Trust
Florida
$208K +$224K +3,454 New
SPIA
78
Steward Partners Investment Advisory
New York
$181K
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$150K +$194 +3 +0.1%
SWM
80
SeaCrest Wealth Management
New York
$105K +$113K +1,739 New
TAIM
81
TD Ameritrade Investment Management
Nebraska
$92K +$3.63K +56 +4%
DWMG
82
DB Wealth Management Group
California
$87K
GWM
83
Geneos Wealth Management
Colorado
$68K
VVP
84
Venture Visionary Partners
Ohio
$64K +$68.6K +1,060 New
AAP
85
Arax Advisory Partners
Colorado
$64K +$324 +5 +0.5%
TAM
86
Townsend Asset Management
North Carolina
$60K
CSB
87
City State Bank
Iowa
$40K
PFS
88
Prospera Financial Services
Texas
$34K
PFGIA
89
Patriot Financial Group Insurance Agency
Massachusetts
$33K -$34.4K -532 -49%
PA
90
Parallel Advisors
California
$31K
AIC
91
Archer Investment Corporation
Indiana
$24.2K
AWM
92
Activest Wealth Management
Florida
$23K
CFD
93
Creative Financial Designs
Indiana
$12K +$65 +1 +0.5%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$11K
CWP
95
Concord Wealth Partners
Virginia
$8K
CA
96
CoreCap Advisors
Michigan
$6K +$6.47K +100 New
CT
97
Caldwell Trust
Florida
$4.83K
AWM
98
Accel Wealth Management
Iowa
$2K
HBW
99
Hazlett, Burt & Watson
West Virginia
$2K
LFG
100
Larson Financial Group
Missouri
$1K