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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
151
Diversify Wealth Management
Utah
$217K +$213K +2,220 New
SWM
152
Silverlake Wealth Management
Vermont
$208K +$214K +2,237 New
AIA
153
Accelerate Investment Advisors
California
$206K +$4.02K +42 +2%
TPWA
154
Twin Peaks Wealth Advisors
California
$204K +$210K +2,192 New
BRWA
155
B. Riley Wealth Advisors
Florida
$203K -$28.7K -300 -12%
GWM
156
Geneos Wealth Management
Colorado
$179K
LI
157
LRI Investments
Florida
$174K
NWM
158
Navigoe Wealth Management
California
$130K +$192 +2 +0.1%
FWA
159
Flagship Wealth Advisors
Massachusetts
$125K
AAP
160
Arax Advisory Partners
Colorado
$125K +$479 +5 +0.4%
AP
161
Aspect Partners
Virginia
$119K
ASN
162
Advisory Services Network
Georgia
$109K +$112K +1,171 New
US Bancorp
163
US Bancorp
Minnesota
$96.1K
PF
164
PlanVest Financial
Maryland
$95.9K +$98.6K +1,030 New
CFD
165
Creative Financial Designs
Indiana
$88.5K +$1.44K +15 +2%
AssetMark Inc
166
AssetMark Inc
California
$87.9K -$121K -1,260 -57%
IA
167
IFP Advisors
Florida
$80.1K +$46.6K +487 +131%
UBS AM
168
UBS AM
Illinois
$77.2K +$79.4K +829 New
CJ
169
Caitlin John
Michigan
$74.3K
MWM
170
Mascoma Wealth Management
New Hampshire
$73.4K
FFA
171
Farther Finance Advisors
California
$67.2K
CIAS
172
Capital Investment Advisory Services
North Carolina
$64.7K
CSB
173
City State Bank
Iowa
$62.2K
SVCP
174
Silicon Valley Capital Partners
California
$53K +$287 +3 +0.5%
PA
175
Parallel Advisors
California
$48.1K