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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIC
126
Means Investment Company
Maine
$328K +$1.19K +12 +0.4%
CMP
127
Courage Miller Partners
Virginia
$325K
AFTS
128
American Financial & Tax Strategies
New York
$324K
CPIG
129
Chicago Partners Investment Group
Illinois
$324K -$29.4K -296 -9%
FTS
130
Fifth Third Securities
Ohio
$323K +$317K +3,195 New
MFA
131
Mayflower Financial Advisors
Massachusetts
$320K +$8.25K +83 +3%
SW
132
Simplicity Wealth
New Jersey
$306K +$1.19K +12 +0.4%
AQR Capital Management
133
AQR Capital Management
Connecticut
$302K -$5.37K -54 -2%
Lido Advisors
134
Lido Advisors
California
$299K -$697K -7,018 -70%
OAP
135
One Advisory Partners
Kansas
$294K -$40.4K -407 -12%
HIA
136
Harbor Investment Advisory
Maryland
$294K
PWM
137
Perigon Wealth Management
California
$289K +$36.8K +370 +15%
AG
138
Ascent Group
Virginia
$286K -$9.54K -96 -3%
CIAS
139
CFS Investment Advisory Services
New Jersey
$284K
TWP
140
Triad Wealth Partners
Kansas
$271K -$7.05K -71 -3%
IWA
141
Independent Wealth Advisors
North Carolina
$269K +$596 +6 +0.2%
DWM
142
Destination Wealth Management
California
$264K
PAS
143
Park Avenue Securities
New York
$264K +$199 +2 +0.1%
NL
144
NWAM LLC
Washington
$247K -$7.95K -80 -3%
SAS
145
SMI Advisory Services
Indiana
$245K
MFG
146
Merit Financial Group
Georgia
$239K -$253K -2,549 -52%
CAL
147
Capital Analysts LLC
Pennsylvania
$238K -$6.36K -64 -3%
DWM
148
Diversify Wealth Management
Utah
$231K
DAS
149
Diversify Advisory Services
Utah
$231K +$221K +2,220 New
TWM
150
TSA Wealth Management
Texas
$223K -$30.8K -310 -12%