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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
151
Sigma Planning Corp
Michigan
$221K -$5.06M -50,929 -96%
AIA
152
Accelerate Investment Advisors
California
$217K -$7.15K -72 -3%
AWP
153
Avid Wealth Partners
Texas
$215K -$26.8K -270 -11%
IWC
154
Integrated Wealth Concepts
Massachusetts
$213K +$209K +2,108 New
EWA
155
EP Wealth Advisors
California
$209K +$206K +2,069 New
FWP
156
Firethorn Wealth Partners
Georgia
$204K +$200K +2,013 New
Brown Advisory
157
Brown Advisory
Maryland
$203K +$199K +2,001 New
GWM
158
Geneos Wealth Management
Colorado
$194K
LI
159
LRI Investments
Florida
$189K
IA
160
IFG Advisory
Georgia
$170K +$167K +1,676 New
MA
161
MCF Advisors
Kentucky
$164K +$161K +1,618 New
FWA
162
Flagship Wealth Advisors
Massachusetts
$152K
NWM
163
Navigoe Wealth Management
California
$142K +$199 +2 +0.1%
CIA
164
Cape Investment Advisory
Georgia
$137K +$134K +1,350 New
AP
165
Aspect Partners
Virginia
$129K
US Bancorp
166
US Bancorp
Minnesota
$104K
PF
167
PlanVest Financial
Maryland
$104K
AssetMark Inc
168
AssetMark Inc
California
$95.6K
CFD
169
Creative Financial Designs
Indiana
$93.5K -$2.68K -27 -3%
UBS AM
170
UBS AM
Illinois
$83.9K
IA
171
IFP Advisors
Florida
$80.1K -$6.86K -69 -8%
MWM
172
Mascoma Wealth Management
New Hampshire
$79.8K
CJ
173
Caitlin John
Michigan
$70.7K -$9.94K -100 -13%
CIAS
174
Capital Investment Advisory Services
North Carolina
$70.4K
CSB
175
City State Bank
Iowa
$67.6K