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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
151
Aptus Capital Advisors
Alabama
$33.9K +$1.56K +18 +5%
CIBC Private Wealth Group
152
CIBC Private Wealth Group
Georgia
$27.5K – – –
TRCT
153
Tower Research Capital (TRC)
New York
$27.3K -$372K -4,298 -93%
SL
154
Salomon & Ludwin
Virginia
$20.7K – – –
IA
155
IFP Advisors
Florida
$19.2K +$9.6K +111 +109%
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$18.7K +$18K +208 New
AAS
157
Ameritas Advisory Services
Nebraska
$18K – – –
SIC
158
Salem Investment Counselors
North Carolina
$11.6K – – –
SWP
159
Strategic Wealth Partners
Ohio
$11.4K +$11K +127 New
CA
160
CoreCap Advisors
Michigan
$9K – – –
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$8.77K – – –
EWA
162
EverSource Wealth Advisors
Alabama
$7.47K – – –
CT
163
Caldwell Trust
Florida
$7.2K – – –
Russell Investments Group
164
Russell Investments Group
United Kingdom
$5.84K – – –
GFA
165
Gladwyn Financial Advisors
Virginia
$4.07K – – –
HBW
166
Hazlett, Burt & Watson
West Virginia
$3K – – –
OSAM
167
O'Shaughnessy Asset Management
Connecticut
$2.7K – – –
LFG
168
Larson Financial Group
Missouri
$1.35K +$1.3K +15 New
NEWAS
169
N.E.W. Advisory Services
Wisconsin
$540 – – –
LFA
170
LGT Financial Advisors
Texas
$181 -$1.82K -21 -91%
Susquehanna International Group
171
Susquehanna International Group
Pennsylvania
– -$1.78M -21,377 Closed
GS
172
GTS Securities
Florida
– -$952K -11,422 Closed
RSWM
173
Robertson Stephens Wealth Management
California
– -$835K -10,016 Closed
MWA
174
Monograph Wealth Advisors
California
– -$743K -8,915 Closed
SC
175
Stephens Consulting
Michigan
– -$440K -5,279 Closed