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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OAP
76
One Advisory Partners
Kansas
$739K +$750K +9,076 New
JWCA
77
J.W. Cole Advisors
Florida
$733K +$744K +9,004 New
CPCP
78
Cedar Point Capital Partners
Iowa
$725K +$4.22K +51 +0.6%
SF
79
Synovus Financial
Georgia
$725K +$3.47K +42 +0.5%
KPWS
80
Kestra Private Wealth Services
Texas
$724K -$3.97K -48 -0.5%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$716K +$104K +1,257 +17%
CTA
82
Chesley Taft & Associates
Illinois
$712K +$723K +8,742 New
DA
83
Detalus Advisors
Missouri
$658K +$137K +1,654 +26%
IWC
84
Integrated Wealth Concepts
Massachusetts
$605K +$614K +7,428 New
NA
85
NewEdge Advisors
Louisiana
$589K -$7.44K -90 -1%
UWPG
86
Ullmann Wealth Partners Group
Florida
$573K
TSWM
87
Tyler-Stone Wealth Management
Ohio
$546K
ASN
88
Advisory Services Network
Georgia
$542K +$550K +6,655 New
TWM
89
TSA Wealth Management
Texas
$542K +$550K +6,653 New
LSA
90
Lansing Street Advisors
Pennsylvania
$529K +$536K +6,489 New
KFI
91
Key Financial Inc
Pennsylvania
$513K +$11.2K +135 +2%
Stifel Financial
92
Stifel Financial
Missouri
$507K -$1.32K -16 -0.3%
CWS
93
Cypress Wealth Services
California
$490K +$497K +6,018 New
FA
94
Flagstar Advisors
New York
$461K -$19.5K -236 -4%
HighTower Advisors
95
HighTower Advisors
Illinois
$443K +$152K +1,834 +51%
SC
96
Stephens Consulting
Michigan
$430K
PIA
97
Perennial Investment Advisors
California
$428K +$121K +1,468 +39%
SAM
98
Summit Asset Management
Tennessee
$415K
SPIA
99
Steward Partners Investment Advisory
New York
$412K +$40.2K +486 +11%
First Manhattan
100
First Manhattan
New York
$407K