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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
201
Cape Investment Advisory
Georgia
– -$127K -1,350 Closed
RFP
202
Root Financial Partners
California
– -$88.2K -935 Closed
HHGA
203
Halbert Hargrove Global Advisors
California
– -$53K -561 Closed
AIC
204
Archer Investment Corporation
Indiana
– -$21.9K -232 Closed