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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
101
Steward Partners Investment Advisory
New York
$500K -$7.95K -83 -2%
PP
102
Pearl Planning
Michigan
$492K
Focus Partners Wealth
103
Focus Partners Wealth
Massachusetts
$486K -$189K -1,976 -32%
First Manhattan
104
First Manhattan
New York
$466K
MFG
105
Merit Financial Group
Georgia
$457K -$302K -3,158 -39%
SAM
106
Summit Asset Management
Tennessee
$455K
WA
107
Wealth Alliance
New York
$453K +$3.16K +33 +0.7%
AWA
108
Arkadios Wealth Advisors
Georgia
$447K +$460K +4,799 New
NF
109
Nvest Financial
New Hampshire
$431K
GJWM
110
Gilliland Jeter Wealth Management
Arkansas
$429K +$441K +4,609 New
TW
111
Towerpoint Wealth
California
$423K -$86.3K -901 -17%
EL
112
EWA LLC
Pennsylvania
$406K +$29.9K +312 +8%
RM
113
RCW Management
Florida
$397K
FIA
114
Foundations Investment Advisors
Arizona
$388K +$399K +4,164 New
BCA
115
Bay Colony Advisors
Massachusetts
$377K -$10.2K -106 -3%
LWPC
116
Legacy Wealth Partners (Colorado)
Colorado
$371K
Creative Planning
117
Creative Planning
Kansas
$370K -$31.5K -329 -8%
MOS
118
MGO One Seven
Ohio
$357K +$163K +1,707 +80%
WJA
119
Willis Johnson & Associates
Texas
$354K
WCM
120
WealthBridge Capital Management
Ohio
$343K
CPIG
121
Chicago Partners Investment Group
Illinois
$337K -$20.4K -213 -6%
CIA
122
Capital Investment Advisors
Georgia
$334K +$4.79K +50 +1%
CCA
123
Carrera Capital Advisors
Michigan
$314K +$1.25K +13 +0.4%
OAP
124
One Advisory Partners
Kansas
$308K +$22.8K +238 +8%
TF
125
TME Financial
California
$303K +$1.25K +13 +0.4%