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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DA
76
Detalus Advisors
Missouri
$433K +$5.7K +72 +1%
SAM
77
Summit Asset Management
Tennessee
$418K
First Manhattan
78
First Manhattan
New York
$411K
Creative Planning
79
Creative Planning
Kansas
$407K -$2.06K -26 -0.5%
BRWA
80
B. Riley Wealth Advisors
Florida
$396K +$554 +7 +0.1%
TW
81
Towerpoint Wealth
California
$396K
CMP
82
Courage Miller Partners
Virginia
$383K -$32K -404 -8%
SPIA
83
Steward Partners Investment Advisory
New York
$378K
PWS
84
Proactive Wealth Strategies
Georgia
$356K +$343K +4,329 New
HIA
85
Harbor Investment Advisory
Maryland
$349K
Citadel Advisors
86
Citadel Advisors
Florida
$348K -$2.09M -26,413 -86%
BFG
87
Bleakley Financial Group
New Jersey
$341K +$8.79K +111 +3%
WJA
88
Willis Johnson & Associates
Texas
$312K
WCM
89
WealthBridge Capital Management
Ohio
$302K
CPIG
90
Chicago Partners Investment Group
Illinois
$299K +$1.58K +20 +0.6%
HighTower Advisors
91
HighTower Advisors
Illinois
$298K +$1.9K +24 +0.7%
CIA
92
Capital Investment Advisors
Georgia
$290K
RJT
93
Raymond James Trust
Florida
$285K
KAS
94
Kestra Advisory Services
Texas
$270K +$396 +5 +0.2%
CCA
95
Carrera Capital Advisors
Michigan
$269K +$1.43K +18 +0.6%
AFTS
96
American Financial & Tax Strategies
New York
$263K
PIA
97
Perennial Investment Advisors
California
$247K +$238K +3,002 New
DWM
98
Destination Wealth Management
California
$243K
Lido Advisors
99
Lido Advisors
California
$243K
OIA
100
OneDigital Investment Advisors
Kansas
$238K +$229K +2,897 New