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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
151
Cerity Partners
New York
$217K +$224K +2,336 New
DWM
152
Diversify Wealth Management
Utah
$217K +$213K +2,220 New
SWM
153
Silverlake Wealth Management
Vermont
$208K +$214K +2,237 New
AIA
154
Accelerate Investment Advisors
California
$206K +$4.02K +42 +2%
TPWA
155
Twin Peaks Wealth Advisors
California
$204K +$210K +2,192 New
BRWA
156
B. Riley Wealth Advisors
Florida
$203K -$28.7K -300 -12%
GWM
157
Geneos Wealth Management
Colorado
$179K – – –
LI
158
LRI Investments
Florida
$174K – – –
NWM
159
Navigoe Wealth Management
California
$130K +$192 +2 +0.1%
FWA
160
Flagship Wealth Advisors
Massachusetts
$125K – – –
AAP
161
Arax Advisory Partners
Colorado
$125K +$479 +5 +0.4%
AP
162
Aspect Partners
Virginia
$119K – – –
ASN
163
Advisory Services Network
Georgia
$109K +$112K +1,171 New
US Bancorp
164
US Bancorp
Minnesota
$96.1K – – –
PF
165
PlanVest Financial
Maryland
$95.9K +$98.6K +1,030 New
CFD
166
Creative Financial Designs
Indiana
$88.5K +$1.44K +15 +2%
AssetMark Inc
167
AssetMark Inc
California
$87.9K -$121K -1,260 -57%
IA
168
IFP Advisors
Florida
$80.1K +$46.6K +487 +131%
UBS AM
169
UBS AM
Illinois
$77.2K +$79.4K +829 New
CJ
170
Caitlin John
Michigan
$74.3K – – –
MWM
171
Mascoma Wealth Management
New Hampshire
$73.4K – – –
FFA
172
Farther Finance Advisors
California
$67.2K – – –
CIAS
173
Capital Investment Advisory Services
North Carolina
$64.7K – – –
CSB
174
City State Bank
Iowa
$62.2K – – –
SVCP
175
Silicon Valley Capital Partners
California
$53K +$287 +3 +0.5%