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iShares Morningstar Value ETF
ILCV

Name Holding Trade Value Shares
Change 		Change in
Stake
WAL
126
W Advisors LLC
Tennessee
$246K +$250K +3,021 New
RFP
127
RCS Financial Planning
Maryland
$245K +$248K +3,003 New
DWM
128
Destination Wealth Management
California
$241K – – –
MLA
129
My Legacy Advisors
Oregon
$237K +$241K +2,915 New
SWP
130
Stratos Wealth Partners
Ohio
$227K -$4.3K -52 -2%
CIAS
131
CFS Investment Advisory Services
New Jersey
$206K +$210K +2,535 New
MSAM
132
Moloney Securities Asset Management
Missouri
$202K +$205K +2,477 New
TSS
133
Two Sigma Securities
New York
$201K +$204K +2,465 New
SIS
134
Sound Income Strategies
Florida
$188K +$190K +2,303 New
MWM
135
MGB Wealth Management
Texas
$163K – – –
GWM
136
Geneos Wealth Management
Colorado
$155K – – –
LI
137
LRI Investments
Florida
$152K +$22K +266 +17%
FWA
138
Flagship Wealth Advisors
Massachusetts
$122K – – –
FFA
139
Farther Finance Advisors
California
$121K +$123K +1,489 New
NWM
140
Navigoe Wealth Management
California
$113K +$165 +2 +0.1%
CIA
141
Cape Investment Advisory
Georgia
$110K – – –
AA
142
Addison Advisors
Vermont
$109K – – –
AP
143
Aspect Partners
Virginia
$104K – – –
WF
144
Wayfinding Financial
Washington
$102K +$104K +1,253 New
AAP
145
Arax Advisory Partners
Colorado
$91.8K +$496 +6 +0.5%
TRCT
146
Tower Research Capital (TRC)
New York
$90K +$76.5K +926 +517%
CFD
147
Creative Financial Designs
Indiana
$75.1K +$165 +2 +0.2%
HHGA
148
Halbert Hargrove Global Advisors
California
$68K -$3.72K -45 -5%
CCM
149
Coldstream Capital Management
Washington
$65.2K +$66.1K +800 New
MWM
150
Mascoma Wealth Management
New Hampshire
$64.2K – – –
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