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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
76
Citadel Advisors
Florida
$718K -$62.3K -782 -8%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$697K -$34.1K -428 -5%
KFI
78
Key Financial Inc
Pennsylvania
$675K +$142K +1,785 +28%
SWP
79
Stratos Wealth Partners
Ohio
$660K +$408K +5,127 +184%
Financial Engines Advisors
80
Financial Engines Advisors
California
$654K +$625K +7,842 New
NA
81
NewEdge Advisors
Louisiana
$602K -$1.03K -13 -0.2%
UWPG
82
Ullmann Wealth Partners Group
Florida
$586K
EFA
83
Edge Financial Advisors
Illinois
$569K +$538K +6,750 New
MFG
84
Merit Financial Group
Georgia
$565K +$539K +6,770 New
TSWM
85
Tyler-Stone Wealth Management
Ohio
$559K
OWA
86
One Wealth Advisors
California
$550K -$1.6M -20,144 -75%
PIA
87
Perennial Investment Advisors
California
$533K +$91.3K +1,146 +22%
Stifel Financial
88
Stifel Financial
Missouri
$498K -$19.5K -245 -4%
KFS
89
Kelly Financial Services
Massachusetts
$486K -$767K -9,630 -62%
HighTower Advisors
90
HighTower Advisors
Illinois
$469K +$14.4K +181 +3%
FA
91
Flagstar Advisors
New York
$465K -$6.69K -84 -1%
SPIA
92
Steward Partners Investment Advisory
New York
$457K +$33.7K +423 +8%
SC
93
Stephens Consulting
Michigan
$440K
WA
94
Wealth Alliance
New York
$438K -$1.69M -21,166 -80%
QPWM
95
Quadrant Private Wealth Management
Pennsylvania
$429K -$842K -10,568 -67%
Creative Planning
96
Creative Planning
Kansas
$426K +$36.1K +453 +10%
SAM
97
Summit Asset Management
Tennessee
$424K
First Manhattan
98
First Manhattan
New York
$417K
TW
99
Towerpoint Wealth
California
$401K -$1.51K -19 -0.4%
TRCT
100
Tower Research Capital (TRC)
New York
$384K +$278K +3,496 +316%