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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$6.59M -$557K -6,434 -8%
NAMNJ
27
NorthStar Asset Management (New Jersey)
New Jersey
$6.13M +$271K +3,132 +5%
TF
28
Tandem Financial
Colorado
$5.91M +$5.68M +65,638 New
MML Investors Services
29
MML Investors Services
Massachusetts
$5.36M +$42.8K +495 +0.8%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$5.17M -$135K -1,555 -3%
SCM
31
Sheridan Capital Management
California
$4.96M -$287K -3,314 -6%
AWM
32
Apex Wealth Management
New Hampshire
$4.57M +$19.7K +228 +0.5%
SA
33
Sanctuary Advisors
Indiana
$3.89M +$291K +3,366 +8%
MG
34
Mather Group
Illinois
$3.41M
Mariner
35
Mariner
Kansas
$3.38M +$9.95K +115 +0.3%
JSA
36
Jim Saulnier & Associates
Colorado
$3.27M -$206K -2,384 -6%
MWP
37
Madison Wealth Partners
Wisconsin
$3.1M +$10.8K +125 +0.4%
D
38
Dentgroup
Louisiana
$2.76M -$38.5K -445 -1%
PCIA
39
Prime Capital Investment Advisors
Kansas
$2.65M -$1.21K -14 -0%
ATS
40
Ashton Thomas Securities
New York
$2.57M +$2.47M +28,528 New
SB
41
Strategic Blueprint
Georgia
$2.45M +$2.35M +27,176 New
Baird Financial Group
42
Baird Financial Group
Wisconsin
$2.34M -$75.1K -868 -3%
SC
43
Savant Capital
Illinois
$2.28M -$56.8K -656 -3%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$2.23M +$1.91M +22,018 +803%
Truist Financial
45
Truist Financial
North Carolina
$2.1M -$206K -2,379 -9%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$2.03M -$73.5K -850 -4%
BCI
47
Brinker Capital Investments
Pennsylvania
$1.85M +$413K +4,771 +30%
ACM
48
Absolute Capital Management
Pennsylvania
$1.85M
EFA
49
Edge Financial Advisors
Illinois
$1.82M +$1.17M +13,512 +200%
FHA
50
Flagship Harbor Advisors
Massachusetts
$1.69M +$100K +1,161 +7%