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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAMNJ
26
NorthStar Asset Management (New Jersey)
New Jersey
$5.42M +$328K +4,120 +7%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$4.98M +$357K +4,478 +8%
MML Investors Services
28
MML Investors Services
Massachusetts
$4.92M +$2.87K +36 +0.1%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$4.92M -$648K -8,140 -12%
SCM
30
Sheridan Capital Management
California
$4.87M +$79.6K +1,000 +2%
AWM
31
Apex Wealth Management
New Hampshire
$4.21M +$19.8K +248 +0.5%
SA
32
Sanctuary Advisors
Indiana
$3.33M +$107K +1,343 +3%
JSA
33
Jim Saulnier & Associates
Colorado
$3.22M -$204K -2,559 -6%
MG
34
Mather Group
Illinois
$3.16M -$3.58K -45 -0.1%
Mariner
35
Mariner
Kansas
$3.13M +$48.4K +608 +2%
MWP
36
Madison Wealth Partners
Wisconsin
$2.86M -$66.2K -831 -2%
D
37
Dentgroup
Louisiana
$2.59M -$400K -5,018 -14%
PCIA
38
Prime Capital Investment Advisors
Kansas
$2.46M -$667K -8,378 -22%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$2.24M -$34.8K -437 -2%
Ameriprise
40
Ameriprise
Minnesota
$2.2M -$16.6K -208 -0.8%
SC
41
Savant Capital
Illinois
$2.16M +$1.51K +19 +0.1%
Truist Financial
42
Truist Financial
North Carolina
$2.15M -$1.8M -22,588 -47%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$1.95M +$13.5K +170 +0.7%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.78M +$1.7M +21,377 New
ACM
45
Absolute Capital Management
Pennsylvania
$1.71M
GG
46
GenWealth Group
New Jersey
$1.5M -$38.7K -486 -3%
FHA
47
Flagship Harbor Advisors
Massachusetts
$1.47M -$77.7K -976 -5%
OIA
48
OneDigital Investment Advisors
Kansas
$1.41M +$531K +6,668 +65%
CWMK
49
Caliber Wealth Management (Kansas)
Kansas
$1.37M +$80 +1 +0%
BCI
50
Brinker Capital Investments
Pennsylvania
$1.32M +$39.8K +500 +3%