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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KJWM
26
Kiley Juergens Wealth Management
Washington
$8.16M -$9.77K -102 -0.1%
ACM
27
Absolute Capital Management
Pennsylvania
$7.81M +$4.88M +51,000 +155%
TF
28
Tandem Financial
Colorado
$7.53M +$7.74M +80,837 New
NAMNJ
29
NorthStar Asset Management (New Jersey)
New Jersey
$6.82M +$280K +2,920 +4%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$5.63M +$60.8K +635 +1%
MML Investors Services
31
MML Investors Services
Massachusetts
$5.48M -$82.9K -866 -1%
AIA
32
AssuredPartners Investment Advisors
Florida
$5.27M +$5.37M +56,112 New
SCM
33
Sheridan Capital Management
California
$5.18M +$169K +1,768 +3%
KWM
34
Kingsview Wealth Management
Oregon
$5.15M +$4.66M +48,700 +739%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$5.05M -$1.87M -19,577 -27%
SPC
36
Sigma Planning Corp
Michigan
$4.95M +$5.09M +53,116 New
AWM
37
Apex Wealth Management
New Hampshire
$4.77M +$4.9M +51,195 New
SA
38
Sanctuary Advisors
Indiana
$4.17M +$72.6K +758 +2%
MG
39
Mather Group
Illinois
$3.53M
Mariner
40
Mariner
Kansas
$3.49M -$17.5K -183 -0.5%
SB
41
Strategic Blueprint
Georgia
$3.35M +$218K +2,272 +7%
JSA
42
Jim Saulnier & Associates
Colorado
$3.28M -$59.6K -622 -2%
MWP
43
Madison Wealth Partners
Wisconsin
$3.27M +$32.2K +336 +1%
PCIA
44
Prime Capital Investment Advisors
Kansas
$3.02M +$375K +3,919 +14%
ATS
45
Ashton Thomas Securities
New York
$2.63M +$2.7M +28,232 New
Baird Financial Group
46
Baird Financial Group
Wisconsin
$2.27M -$151K -1,580 -6%
OIA
47
OneDigital Investment Advisors
Kansas
$2.07M +$771K +8,054 +57%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$2.04M -$8.81K -92 -0.4%
AOWM
49
Asset One Wealth Management
Washington
$2.01M
SC
50
Savant Capital
Illinois
$1.99M -$138K -1,436 -6%