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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSB
176
City State Bank
Iowa
$67.6K – – –
SVCP
177
Silicon Valley Capital Partners
California
$57.8K +$199 +2 +0.4%
DSC
178
Daytona Street Capital
Missouri
$54.8K +$69.6K +700 New
PA
179
Parallel Advisors
California
$52.2K – – –
Vanguard Advisers Inc
180
Vanguard Advisers Inc
Pennsylvania
$50.2K +$49.3K +496 New
AWM
181
AE Wealth Management
Kansas
$50.2K +$99 +1 +0.2%
DJSG
182
D.J. St. Germain
Massachusetts
$48.4K – – –
IAS
183
IMA Advisory Services
Colorado
$48K +$47.1K +474 New
ACA
184
Aptus Capital Advisors
Alabama
$38.5K – – –
ATPW
185
Ashton Thomas Private Wealth
Arizona
$22.1K +$894 +9 +4%
SL
186
Salomon & Ludwin
Virginia
$22.1K -$1.09K -11 -5%
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$21.1K – – –
IFWM
188
Institute for Wealth Management
Colorado
$20.7K +$20.3K +204 New
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$19.5K -$11.2K -113 -37%
GFA
190
Godfrey Financial Associates
New York
$15.8K – – –
SIC
191
Salem Investment Counselors
North Carolina
$13.1K – – –
OSAM
192
O'Shaughnessy Asset Management
Connecticut
$10.8K +$4.97K +50 +88%
CA
193
CoreCap Advisors
Michigan
$10.1K – – –
CT
194
Caldwell Trust
Florida
$8.1K – – –
EWA
195
EverSource Wealth Advisors
Alabama
$7.9K -$1.49K -15 -16%
JWA
196
JFS Wealth Advisors
Pennsylvania
$4.46K +$4.37K +44 New
GFA
197
Gladwyn Financial Advisors
Virginia
$4.44K – – –
HBW
198
Hazlett, Burt & Watson
West Virginia
$3K – – –
AWM
199
Aberdeen Wealth Management
Illinois
$2.02K +$1.99K +20 New
SWM
200
Spire Wealth Management
Virginia
$2.02K +$1.99K +20 New