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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
76
Summit Asset Management
Tennessee
$388K
CMP
77
Courage Miller Partners
Virginia
$387K -$5.29K -70 -1%
First Manhattan
78
First Manhattan
New York
$382K
Creative Planning
79
Creative Planning
Kansas
$380K +$4.99K +66 +1%
BRWA
80
B. Riley Wealth Advisors
Florida
$369K +$29.2K +386 +9%
TW
81
Towerpoint Wealth
California
$368K -$1.51K -20 -0.4%
SPIA
82
Steward Partners Investment Advisory
New York
$351K
HIA
83
Harbor Investment Advisory
Maryland
$324K
TRCT
84
Tower Research Capital (TRC)
New York
$316K +$148K +1,954 +90%
BFG
85
Bleakley Financial Group
New Jersey
$308K -$680 -9 -0.2%
SW
86
Simplicity Wealth
New Jersey
$308K -$680 -9 -0.2%
WJA
87
Willis Johnson & Associates
Texas
$290K +$287K +3,800 New
CPIG
88
Chicago Partners Investment Group
Illinois
$285K +$1.28K +17 +0.5%
WCM
89
WealthBridge Capital Management
Ohio
$281K
HighTower Advisors
90
HighTower Advisors
Illinois
$274K +$302 +4 +0.1%
CIA
91
Capital Investment Advisors
Georgia
$270K
RJT
92
Raymond James Trust
Florida
$265K
TSWM
93
Tyler-Stone Wealth Management
Ohio
$261K
WS
94
Wedbush Securities
California
$255K +$50.3K +666 +25%
KAS
95
Kestra Advisory Services
Texas
$250K -$98.6K -1,306 -28%
CCA
96
Carrera Capital Advisors
Michigan
$249K +$246K +3,260 New
AFTS
97
American Financial & Tax Strategies
New York
$244K
DWM
98
Destination Wealth Management
California
$226K
Lido Advisors
99
Lido Advisors
California
$225K
MWM
100
MGB Wealth Management
Texas
$157K