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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
151
Farther Finance Advisors
California
$67.9K
CIAS
152
Capital Investment Advisory Services
North Carolina
$65.6K +$64.3K +695 New
CSB
153
City State Bank
Iowa
$63K
SVCP
154
Silicon Valley Capital Partners
California
$53.4K +$185 +2 +0.4%
HHGA
155
Halbert Hargrove Global Advisors
California
$53K
PA
156
Parallel Advisors
California
$48.7K
DJSG
157
D.J. St. Germain
Massachusetts
$45.1K
ACA
158
Aptus Capital Advisors
Alabama
$35.6K
IA
159
IFP Advisors
Florida
$35.2K +$14.8K +160 +75%
SIS
160
Sound Income Strategies
Florida
$32.4K -$557K -6,018 -95%
CIBC Private Wealth Group
161
CIBC Private Wealth Group
Georgia
$28.8K
AIC
162
Archer Investment Corporation
Indiana
$21.9K -$15.5K -168 -42%
SL
163
Salomon & Ludwin
Virginia
$21.7K -$93 -1 -0.4%
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$19.6K
GFA
165
Godfrey Financial Associates
New York
$14.7K +$14.4K +156 New
CA
166
CoreCap Advisors
Michigan
$9.44K
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$9.24K +$93 +1 +1%
EWA
168
EverSource Wealth Advisors
Alabama
$9.06K +$1.2K +13 +16%
CT
169
Caldwell Trust
Florida
$7.55K
Russell Investments Group
170
Russell Investments Group
United Kingdom
$6.16K
GFA
171
Gladwyn Financial Advisors
Virginia
$4.29K
HBW
172
Hazlett, Burt & Watson
West Virginia
$3K
OSAM
173
O'Shaughnessy Asset Management
Connecticut
$2.83K
NEWAS
174
N.E.W. Advisory Services
Wisconsin
$849 +$278 +3 +50%
TF
175
Tandem Financial
Colorado
-$5.91M -65,638 Closed