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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
$1.93M -$15.8K -253 -0.7%
NFG
27
Nations Financial Group
Iowa
$1.93M +$73.6K +1,179 +4%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.83M +$25.6K +411 +1%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$1.8M -$6.36K -102 -0.3%
MG
30
Mather Group
Illinois
$1.73M +$57.3K +918 +3%
CAN
31
Cetera Advisor Networks
California
$1.42M -$62K -993 -4%
SC
32
Savant Capital
Illinois
$1.17M -$38K -609 -3%
GG
33
GenWealth Group
New Jersey
$1.17M -$23K -368 -2%
PCIA
34
Prime Capital Investment Advisors
Kansas
$1.16M -$56.2K -901 -4%
HGWM
35
Harvest Group Wealth Management
Massachusetts
$921K -$23.7K -380 -2%
SI
36
Saxon Interests
Texas
$865K
FSC
37
Full Sail Capital
Oklahoma
$831K
Citigroup
38
Citigroup
New York
$812K +$23K +369 +3%
EIP
39
Ellis Investment Partners
Pennsylvania
$786K +$11.4K +183 +1%
BAMG
40
Brand Asset Management Group
Missouri
$709K
HWM
41
HB Wealth Management
Georgia
$689K
Ameriprise
42
Ameriprise
Minnesota
$673K +$365K +5,847 +96%
SFP
43
Sweet Financial Partners
Minnesota
$661K +$5.43K +87 +0.7%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$583K
NL
45
NWAM LLC
Washington
$542K
CMP
46
Courage Miller Partners
Virginia
$473K -$18.6K -298 -3%
TRCT
47
Tower Research Capital (TRC)
New York
$455K +$147K +2,350 +41%
KPWS
48
Kestra Private Wealth Services
Texas
$411K -$7.8K -125 -2%
MWP
49
Madison Wealth Partners
Wisconsin
$409K +$49.2K +789 +12%
UWPG
50
Ullmann Wealth Partners Group
Florida
$395K +$3.49K +56 +0.8%