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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MG
26
Mather Group
Illinois
$2.44M +$492K +7,872 +26%
NFG
27
Nations Financial Group
Iowa
$2.34M +$182K +2,919 +9%
Osaic Holdings
28
Osaic Holdings
Arizona
$2.32M +$265K +4,243 +13%
Mariner
29
Mariner
Kansas
$2.06M +$2.04M +32,589 New
JMPWA
30
JP Morgan Private Wealth Advisors
California
$2.01M -$154K -2,470 -7%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$1.98M -$34.2K -548 -2%
MWP
32
Madison Wealth Partners
Wisconsin
$1.89M +$1.41M +22,574 +311%
CAN
33
Cetera Advisor Networks
California
$1.61M +$24.2K +387 +2%
Ameriprise
34
Ameriprise
Minnesota
$1.44M +$679K +10,865 +91%
CA
35
Cetera Advisors
Colorado
$1.44M +$1.42M +22,745 New
PCIA
36
Prime Capital Investment Advisors
Kansas
$1.35M +$42.2K +675 +3%
GG
37
GenWealth Group
New Jersey
$1.29M -$18.4K -295 -1%
SC
38
Savant Capital
Illinois
$1.23M -$78.6K -1,258 -6%
Citadel Advisors
39
Citadel Advisors
Florida
$969K +$958K +15,332 New
HGWM
40
Harvest Group Wealth Management
Massachusetts
$963K -$8.12K -130 -0.8%
FSC
41
Full Sail Capital
Oklahoma
$930K
EIP
42
Ellis Investment Partners
Pennsylvania
$885K +$4.18K +67 +0.5%
Citigroup
43
Citigroup
New York
$863K -$45.4K -727 -5%
IAG
44
Ipsen Advisor Group
Arkansas
$799K +$789K +12,630 New
BAMG
45
Brand Asset Management Group
Missouri
$794K
VP
46
Verum Partners
North Carolina
$784K +$774K +12,400 New
HWM
47
HB Wealth Management
Georgia
$771K
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$759K +$480K +7,687 +178%
SFP
49
Sweet Financial Partners
Minnesota
$745K +$4.31K +69 +0.6%
SI
50
Saxon Interests
Texas
$729K -$203K -3,249 -22%