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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
76
Stifel Financial
Missouri
$505K
KFI
77
Key Financial Inc
Pennsylvania
$500K +$62.2K +750 +14%
FA
78
Flagstar Advisors
New York
$478K -$83 -1 -0%
SC
79
Stephens Consulting
Michigan
$427K
MIC
80
Means Investment Company
Maine
$425K +$435K +5,250 New
OIA
81
OneDigital Investment Advisors
Kansas
$420K +$190K +2,291 +79%
SAM
82
Summit Asset Management
Tennessee
$412K
First Manhattan
83
First Manhattan
New York
$405K
Citadel Advisors
84
Citadel Advisors
Florida
$404K +$62.2K +750 +18%
Creative Planning
85
Creative Planning
Kansas
$398K -$3.32K -40 -0.8%
TW
86
Towerpoint Wealth
California
$390K
CMP
87
Courage Miller Partners
Virginia
$378K -$166 -2 -0%
SPIA
88
Steward Partners Investment Advisory
New York
$371K -$1.82K -22 -0.5%
PWS
89
Proactive Wealth Strategies
Georgia
$352K +$1.82K +22 +0.5%
HIA
90
Harbor Investment Advisory
Maryland
$344K
BFG
91
Bleakley Financial Group
New Jersey
$335K
DAS
92
Diversify Advisory Services
Utah
$327K -$200K -2,409 -37%
WJA
93
Willis Johnson & Associates
Texas
$308K
PIA
94
Perennial Investment Advisors
California
$306K +$64.6K +779 +26%
WCM
95
WealthBridge Capital Management
Ohio
$298K
CPIG
96
Chicago Partners Investment Group
Illinois
$296K +$1.66K +20 +0.6%
HighTower Advisors
97
HighTower Advisors
Illinois
$292K -$1.08K -13 -0.4%
CIA
98
Capital Investment Advisors
Georgia
$286K
Goldman Sachs
99
Goldman Sachs
New York
$286K +$67.2K +811 +30%
CCA
100
Carrera Capital Advisors
Michigan
$267K +$1.49K +18 +0.5%