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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
151
Archer Investment Corporation
Indiana
$33.4K
ACA
152
Aptus Capital Advisors
Alabama
$29.9K +$557 +7 +2%
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$25.5K
SL
154
Salomon & Ludwin
Virginia
$19.3K
AAS
155
Ameritas Advisory Services
Nebraska
$16.7K +$15.9K +200 New
NRC
156
New Republic Capital
North Carolina
$11.2K
SIC
157
Salem Investment Counselors
North Carolina
$10.8K
IA
158
IFP Advisors
Florida
$8.51K +$7.01K +88 +629%
CA
159
CoreCap Advisors
Michigan
$8.34K
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$8.09K
EWA
161
EverSource Wealth Advisors
Alabama
$6.92K -$21.4K -269 -76%
CT
162
Caldwell Trust
Florida
$6.67K
Russell Investments Group
163
Russell Investments Group
United Kingdom
$5.39K +$80 +1 +2%
GFA
164
Gladwyn Financial Advisors
Virginia
$3.76K +$3.58K +45 New
HBW
165
Hazlett, Burt & Watson
West Virginia
$3K
OSAM
166
O'Shaughnessy Asset Management
Connecticut
$2.5K +$2.39K +30 New
LFA
167
LGT Financial Advisors
Texas
$1.89K -$5.42K -68 -75%
NEWAS
168
N.E.W. Advisory Services
Wisconsin
$500 +$478 +6 New
AG
169
Ascent Group
Virginia
-$782K -9,607 Closed
IWC
170
Integrated Wealth Concepts
Massachusetts
-$605K -7,428 Closed
ASN
171
Advisory Services Network
Georgia
-$542K -6,655 Closed
LSA
172
Lansing Street Advisors
Pennsylvania
-$529K -6,489 Closed
CWS
173
Cypress Wealth Services
California
-$490K -6,018 Closed
TF
174
Theory Financial
Colorado
-$393K -4,831 Closed
TCA
175
Transcend Capital Advisors
New Jersey
-$388K -4,768 Closed