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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
76
Lido Advisors
California
$929K +$5.84K +61 +0.6%
AB
77
ANB Bank
Colorado
$909K -$7.37K -77 -0.8%
KFI
78
Key Financial Inc
Pennsylvania
$883K +$26.3K +275 +3%
SVWG
79
Shared Vision Wealth Group
United States
$848K +$3.64K +38 +0.4%
KPWS
80
Kestra Private Wealth Services
Texas
$829K +$192 +2 +0%
PWS
81
Proactive Wealth Strategies
Georgia
$824K +$425K +4,438 +101%
Jones Financial Companies
82
Jones Financial Companies
Missouri
$823K +$141K +1,474 +20%
CTA
83
Chesley Taft & Associates
Illinois
$814K
CPCP
84
Cedar Point Capital Partners
Iowa
$753K +$9.29K +97 +1%
PIA
85
Perennial Investment Advisors
California
$677K +$113K +1,182 +19%
KCM
86
Key Capital Management
Tennessee
$667K +$2.59K +27 +0.4%
OWA
87
One Wealth Advisors
California
$665K +$18.8K +196 +3%
KAS
88
Kestra Advisory Services
Texas
$665K +$260K +2,713 +61%
UWPG
89
Ullmann Wealth Partners Group
Florida
$655K
Stifel Financial
90
Stifel Financial
Missouri
$635K -$24.8K -259 -4%
P
91
&Partners
Tennessee
$616K +$634K +6,616 New
Financial Engines Advisors
92
Financial Engines Advisors
California
$580K -$56.7K -592 -9%
NA
93
NewEdge Advisors
Louisiana
$568K -$48.2K -503 -8%
QPWM
94
Quadrant Private Wealth Management
Pennsylvania
$565K +$52.8K +551 +10%
GAM
95
Gotham Asset Management
New York
$555K
KFS
96
Kelly Financial Services
Massachusetts
$539K +$59.5K +621 +12%
SFS
97
Security Financial Services
Indiana
$522K +$251K +2,621 +88%
FA
98
Flagstar Advisors
New York
$516K +$15.5K +162 +3%
KV
99
Kickstand Ventures
New York
$513K +$149K +1,553 +39%
HighTower Advisors
100
HighTower Advisors
Illinois
$509K -$38.1K -398 -7%