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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
76
Stratos Wealth Partners
Ohio
$726K +$13.2K +153 +2%
NA
77
NewEdge Advisors
Louisiana
$640K -$9.69K -112 -2%
UWPG
78
Ullmann Wealth Partners Group
Florida
$633K
Financial Engines Advisors
79
Financial Engines Advisors
California
$624K -$78.6K -908 -12%
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$619K -$484K -5,590 -45%
OWA
81
One Wealth Advisors
California
$606K +$11.2K +130 +2%
SIS
82
Sound Income Strategies
Florida
$571K +$189K +2,179 +52%
MFG
83
Merit Financial Group
Georgia
$563K -$44.2K -511 -8%
PIA
84
Perennial Investment Advisors
California
$561K -$13.9K -161 -3%
Stifel Financial
85
Stifel Financial
Missouri
$538K
GAM
86
Gotham Asset Management
New York
$536K +$516K +5,958 New
KFS
87
Kelly Financial Services
Massachusetts
$510K -$14.4K -167 -3%
FA
88
Flagstar Advisors
New York
$499K -$3.37K -39 -0.7%
SPIA
89
Steward Partners Investment Advisory
New York
$494K
HighTower Advisors
90
HighTower Advisors
Illinois
$491K -$15.1K -175 -3%
SAM
91
Summit Asset Management
Tennessee
$458K
QPWM
92
Quadrant Private Wealth Management
Pennsylvania
$455K -$7.87K -91 -2%
First Manhattan
93
First Manhattan
New York
$450K
JWCA
94
J.W. Cole Advisors
Florida
$444K -$369K -4,260 -46%
WA
95
Wealth Alliance
New York
$441K -$30.1K -348 -7%
TW
96
Towerpoint Wealth
California
$429K -$3.12K -36 -0.7%
Creative Planning
97
Creative Planning
Kansas
$416K -$42.1K -487 -10%
PWS
98
Proactive Wealth Strategies
Georgia
$395K -$779 -9 -0.2%
NF
99
Nvest Financial
New Hampshire
$392K +$377K +4,360 New
EL
100
EWA LLC
Pennsylvania
$385K -$22.4K -259 -6%