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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$4.93M +$164K +1,974 +3%
NAMNJ
27
NorthStar Asset Management (New Jersey)
New Jersey
$4.76M +$241K +2,902 +5%
SCM
28
Sheridan Capital Management
California
$4.74M +$45.2K +545 +0.9%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$4.28M -$236K -2,846 -5%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$4.27M +$1.49M +17,950 +52%
AWM
31
Apex Wealth Management
New Hampshire
$4.04M +$4.14M +49,905 New
Truist Financial
32
Truist Financial
North Carolina
$3.82M +$806K +9,727 +26%
MG
33
Mather Group
Illinois
$3.77M -$1.24K -15 -0%
JSA
34
Jim Saulnier & Associates
Colorado
$3.21M +$668K +8,052 +25%
MWP
35
Madison Wealth Partners
Wisconsin
$3.11M +$80.1K +966 +3%
D
36
Dentgroup
Louisiana
$2.89M -$102K -1,235 -3%
SA
37
Sanctuary Advisors
Indiana
$2.8M +$38.5K +464 +1%
Mariner
38
Mariner
Kansas
$2.75M +$21.7K +262 +0.8%
PCIA
39
Prime Capital Investment Advisors
Kansas
$2.36M +$9.2K +111 +0.4%
Ameriprise
40
Ameriprise
Minnesota
$2.3M +$30.2K +364 +1%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$2.28M -$49.8K -601 -2%
SC
42
Savant Capital
Illinois
$2.1M -$761K -9,176 -26%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$1.87M +$1.02M +12,258 +113%
ACM
44
Absolute Capital Management
Pennsylvania
$1.66M
GG
45
GenWealth Group
New Jersey
$1.5M -$15K -181 -1%
FHA
46
Flagship Harbor Advisors
Massachusetts
$1.48M +$240K +2,890 +19%
EIP
47
Ellis Investment Partners
Pennsylvania
$1.26M -$24.9K -300 -2%
AB
48
ANB Bank
Colorado
$1.17M +$1.19M +14,394 New
BAMG
49
Brand Asset Management Group
Missouri
$1.14M -$7.3K -88 -0.6%
Comerica Bank
50
Comerica Bank
Texas
$1.13M -$18.7K -225 -2%