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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
101
Wealth Alliance
New York
$456K -$6.47K -70 -1%
NF
102
Nvest Financial
New Hampshire
$437K +$24.8K +268 +6%
KAS
103
Kestra Advisory Services
Texas
$417K +$85.2K +921 +26%
PWS
104
Proactive Wealth Strategies
Georgia
$416K +$2.13K +23 +0.5%
Creative Planning
105
Creative Planning
Kansas
$406K -$29.5K -319 -7%
RM
106
RCW Management
Florida
$402K +$394K +4,261 New
BCA
107
Bay Colony Advisors
Massachusetts
$392K +$16.6K +179 +4%
EL
108
EWA LLC
Pennsylvania
$382K -$21.2K -229 -5%
LWPC
109
Legacy Wealth Partners (Colorado)
Colorado
$376K +$368K +3,980 New
KV
110
Kickstand Ventures
New York
$373K -$2.5K -27 -0.7%
WJA
111
Willis Johnson & Associates
Texas
$359K
CPIG
112
Chicago Partners Investment Group
Illinois
$351K -$3.33K -36 -1%
WCM
113
WealthBridge Capital Management
Ohio
$347K
CIA
114
Capital Investment Advisors
Georgia
$333K -$9.25K -100 -3%
CCA
115
Carrera Capital Advisors
Michigan
$317K +$1.57K +17 +0.5%
TF
116
TME Financial
California
$306K +$1.48K +16 +0.5%
CMP
117
Courage Miller Partners
Virginia
$303K -$1.11K -12 -0.4%
PFPG
118
Pinnacle Financial Partners (Georgia)
Georgia
$303K +$297K +3,212 New
MIC
119
Means Investment Company
Maine
$303K +$1.48K +16 +0.5%
AFTS
120
American Financial & Tax Strategies
New York
$302K
MFA
121
Mayflower Financial Advisors
Massachusetts
$299K -$3.52K -38 -1%
OAP
122
One Advisory Partners
Kansas
$290K -$2.68K -29 -0.9%
HIA
123
Harbor Investment Advisory
Maryland
$288K -$18.5K -200 -6%
SFS
124
Security Financial Services
Indiana
$282K -$3.24K -35 -1%
IWA
125
Independent Wealth Advisors
North Carolina
$249K +$245K +2,644 New