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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Savant Capital
Illinois
$2.1M -$87K -1,294 -4%
Osaic Holdings
27
Osaic Holdings
Arizona
$2.07M +$12.1K +180 +0.6%
JMPWA
28
JP Morgan Private Wealth Advisors
California
$1.8M +$21K +313 +1%
SFS
29
Sowell Financial Services
Arkansas
$1.62M +$192K +2,855 +14%
GG
30
GenWealth Group
New Jersey
$1.47M
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$1.32M +$38.6K +574 +3%
PCIA
32
Prime Capital Investment Advisors
Kansas
$1.21M +$440K +6,551 +60%
Citigroup
33
Citigroup
New York
$1.03M -$143K -2,132 -13%
Ameriprise
34
Ameriprise
Minnesota
$1.02M -$187K -2,784 -16%
FSC
35
Full Sail Capital
Oklahoma
$981K
BAMG
36
Brand Asset Management Group
Missouri
$941K -$1.88K -28 -0.2%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$926K +$895K +13,308 New
EIP
38
Ellis Investment Partners
Pennsylvania
$894K -$11.6K -173 -1%
HWM
39
HB Wealth Management
Georgia
$849K +$820K +12,194 New
SI
40
Saxon Interests
Texas
$756K +$722K +10,736 New
PAG
41
Private Advisor Group
New Jersey
$667K -$345K -5,126 -35%
NL
42
NWAM LLC
Washington
$667K
CMP
43
Courage Miller Partners
Virginia
$612K -$13.3K -198 -2%
CAN
44
Cetera Advisor Networks
California
$606K
FA
45
Flagstar Advisors
New York
$590K -$3.63K -54 -0.6%
LNC
46
Lincoln National Corp
Pennsylvania
$525K -$19.7K -293 -4%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$518K +$88.2K +1,312 +21%
UWPG
48
Ullmann Wealth Partners Group
Florida
$483K
S
49
Surevest
California
$466K +$451K +6,702 New
PWS
50
Private Wealth Strategies
Ohio
$446K +$2.56K +38 +0.6%