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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
101
First Manhattan
New York
$506K
SAM
102
Summit Asset Management
Tennessee
$495K
GJWM
103
Gilliland Jeter Wealth Management
Arkansas
$492K +$25.1K +253 +5%
FFA
104
Farther Finance Advisors
California
$475K +$395K +3,975 +552%
FIA
105
Foundations Investment Advisors
Arizona
$473K +$50.9K +512 +12%
NF
106
Nvest Financial
New Hampshire
$469K
TW
107
Towerpoint Wealth
California
$460K +$298 +3 +0.1%
BCI
108
Brinker Capital Investments
Pennsylvania
$453K -$552K -5,554 -55%
Cerity Partners
109
Cerity Partners
New York
$450K +$210K +2,114 +90%
Creative Planning
110
Creative Planning
Kansas
$446K +$43.5K +438 +11%
KV
111
Kickstand Ventures
New York
$441K -$114K -1,150 -21%
RM
112
RCW Management
Florida
$431K
LWPC
113
Legacy Wealth Partners (Colorado)
Colorado
$403K
MOS
114
MGO One Seven
Ohio
$400K +$11.1K +112 +3%
AAP
115
Arax Advisory Partners
Colorado
$399K +$259K +2,605 +195%
EL
116
EWA LLC
Pennsylvania
$387K -$52.5K -528 -12%
WJA
117
Willis Johnson & Associates
Texas
$385K
WCM
118
WealthBridge Capital Management
Ohio
$373K
CIA
119
Capital Investment Advisors
Georgia
$363K
CCA
120
Carrera Capital Advisors
Michigan
$343K +$1.29K +13 +0.4%
HighTower Advisors
121
HighTower Advisors
Illinois
$341K -$208K -2,094 -38%
WA
122
Wealth Alliance
New York
$338K -$151K -1,520 -31%
QCM
123
Quantinno Capital Management
New York
$334K +$327K +3,294 New
TF
124
TME Financial
California
$330K +$1.19K +12 +0.4%
PFPG
125
Pinnacle Financial Partners (Georgia)
Georgia
$328K +$1.29K +13 +0.4%