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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$7.78M -$1.53M -16,573 -17%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$6.96M +$48.7K +527 +0.7%
NAMNJ
28
NorthStar Asset Management (New Jersey)
New Jersey
$6.63M +$205K +2,215 +3%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$5.64M +$218K +2,362 +4%
MML Investors Services
30
MML Investors Services
Massachusetts
$5.64M +$19.4K +210 +0.4%
SCM
31
Sheridan Capital Management
California
$5.08M -$117K -1,260 -2%
SA
32
Sanctuary Advisors
Indiana
$4.16M +$75.9K +820 +2%
MG
33
Mather Group
Illinois
$3.58M
Mariner
34
Mariner
Kansas
$3.56M +$9.16K +99 +0.3%
JSA
35
Jim Saulnier & Associates
Colorado
$3.38M -$44.9K -485 -1%
MWP
36
Madison Wealth Partners
Wisconsin
$3.28M +$31.1K +336 +1%
SB
37
Strategic Blueprint
Georgia
$3.18M +$599K +6,474 +24%
ACM
38
Absolute Capital Management
Pennsylvania
$3.1M +$1.15M +12,400 +60%
D
39
Dentgroup
Louisiana
$2.98M +$92.8K +1,003 +3%
PCIA
40
Prime Capital Investment Advisors
Kansas
$2.69M -$89K -962 -3%
GVCM
41
Global View Capital Management
Wisconsin
$2.68M +$2.63M +28,382 New
BCI
42
Brinker Capital Investments
Pennsylvania
$2.57M +$615K +6,647 +32%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$2.45M
SC
44
Savant Capital
Illinois
$2.16M -$228K -2,460 -10%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$2.08M -$45.3K -490 -2%
EFA
46
Edge Financial Advisors
Illinois
$2.02M +$102K +1,101 +5%
AOWM
47
Asset One Wealth Management
Washington
$2.01M +$1.91M +20,702 New
FHA
48
Flagship Harbor Advisors
Massachusetts
$1.77M -$555 -6 -0%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$1.69M +$1.02M +11,052 +161%
AWA
50
Asempa Wealth Advisors
Louisiana
$1.69M +$1.65M +17,873 New