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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$1.64M +$134K +2,090 +9%
Citigroup
27
Citigroup
New York
$1.51M -$401K -6,259 -21%
Goldman Sachs
28
Goldman Sachs
New York
$1.47M +$580K +9,046 +66%
PCIA
29
Prime Capital Investment Advisors
Kansas
$1.39M +$510K +7,947 +59%
GG
30
GenWealth Group
New Jersey
$1.37M
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$1.15M -$132K -2,055 -10%
Ameriprise
32
Ameriprise
Minnesota
$1.15M -$314K -4,897 -22%
FSC
33
Full Sail Capital
Oklahoma
$950K
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$939K -$1.39M -21,744 -60%
BAMG
35
Brand Asset Management Group
Missouri
$870K +$26.3K +410 +3%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$866K -$860K -13,408 -50%
EIP
37
Ellis Investment Partners
Pennsylvania
$864K +$3.72K +58 +0.4%
SFS
38
Sowell Financial Services
Arkansas
$863K -$111K -1,737 -11%
HB
39
Homrich & Berg
Georgia
$823K
CMP
40
Courage Miller Partners
Virginia
$700K -$11K -172 -2%
PAG
41
Private Advisor Group
New Jersey
$662K -$4.23K -66 -0.6%
CAN
42
Cetera Advisor Networks
California
$624K +$120K +1,864 +24%
SWM
43
SeaCrest Wealth Management
New York
$588K +$126K +1,965 +27%
LNC
44
Lincoln National Corp
Pennsylvania
$506K +$23.6K +368 +5%
BAM
45
Belpointe Asset Management
Nevada
$503K -$13.6K -212 -3%
Creative Planning
46
Creative Planning
Kansas
$477K +$474K +7,398 New
5L
47
55I LLC
Massachusetts
$463K +$459K +7,165 New
TRCT
48
Tower Research Capital (TRC)
New York
$455K +$236K +3,680 +109%
EVM
49
Eaton Vance Management
Massachusetts
$449K
UWPG
50
Ullmann Wealth Partners Group
Florida
$448K