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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
76
Raymond James Trust
Florida
$256K +$252K +4,035 New
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$251K -$43.5K -696 -15%
KAS
78
Kestra Advisory Services
Texas
$240K +$3.75K +60 +2%
TSWM
79
Tyler-Stone Wealth Management
Ohio
$239K
WCM
80
WealthBridge Capital Management
Ohio
$233K
WWM
81
Windsor Wealth Management
Indiana
$210K +$203K +3,243 New
SC
82
Stephens Consulting
Michigan
$196K -$54.6K -874 -22%
SPIA
83
Steward Partners Investment Advisory
New York
$190K
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$151K +$125 +2 +0.1%
NA
85
NewEdge Advisors
Louisiana
$129K +$127K +2,031 +53%
DWMG
86
DB Wealth Management Group
California
$87.3K -$6.12K -98 -7%
AAP
87
Arax Advisory Partners
Colorado
$67.8K +$937 +15 +1%
GWM
88
Geneos Wealth Management
Colorado
$67.7K
AssetMark Inc
89
AssetMark Inc
California
$66.1K +$65.3K +1,046 New
TAM
90
Townsend Asset Management
North Carolina
$63.2K
CSB
91
City State Bank
Iowa
$42K
MCC
92
Money Concepts Capital
Florida
$39.1K +$38.6K +618 New
PA
93
Parallel Advisors
California
$32.6K
AIC
94
Archer Investment Corporation
Indiana
$25.3K
RBC
95
Romano Brothers & Co
Illinois
$15.2K +$15K +240 New
CFD
96
Creative Financial Designs
Indiana
$13.2K +$62 +1 +0.5%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$12K
CSPIA
98
Cary Street Partners Investment Advisory
Virginia
$9.48K +$9.37K +150 New
CWP
99
Concord Wealth Partners
Virginia
$8.35K +$8.24K +132 New
CA
100
CoreCap Advisors
Michigan
$6.32K +$6.25K +100 New