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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$318K +$5.79K +128 +2%
SI
27
SII Investments
Wisconsin
$314K -$12.3K -272 -4%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$304K
SAM
29
Summit Asset Management
Tennessee
$302K
Stifel Financial
30
Stifel Financial
Missouri
$296K +$4.07K +90 +1%
IWMPD
31
Integrated Wealth Management (Palm Desert)
California
$280K +$48.7K +1,076 +22%
Citigroup
32
Citigroup
New York
$232K +$26.5K +586 +14%
AFP
33
Ausdal Financial Partners
Iowa
$223K -$2.71K -60 -1%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$211K -$2.26K -50 -1%
HighTower Advisors
35
HighTower Advisors
Illinois
$210K +$202K +4,474 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$206K +$198K +4,368 New
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$114K +$79.1K +1,748 +259%
DADC
38
D.A. Davidson & Co
Montana
$102K -$4.16K -92 -4%
IWM
39
IHT Wealth Management
Illinois
$99K +$94.1K +2,080 New
MFS
40
MSI Financial Services
Massachusetts
$79K -$452 -10 -0.6%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$69K -$2.81K -62 -4%
FIB
42
First Interstate Bank
Montana
$68K
IF
43
Ironwood Financial
Arizona
$65K
GRP
44
Global Retirement Partners
California
$44K +$42.1K +930 New
PA
45
Parallel Advisors
California
$24K +$23.3K +516 New
US Bancorp
46
US Bancorp
Minnesota
$15K
GWM
47
Geneos Wealth Management
Colorado
$9K
LWM
48
Lenox Wealth Management
Ohio
$9K
BP
49
Ballentine Partners
Massachusetts
$4K
AAP
50
Arax Advisory Partners
Colorado
$4K +$3.62K +80 New