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iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SBSB
51
Sullivan, Bruyette, Speros & Blaney
Virginia
$189K +$186K +3,428 New
US Bancorp
52
US Bancorp
Minnesota
$125K -$39.5K -728 -24%
SF
53
Synovus Financial
Georgia
$113K
APA
54
American Portfolios Advisors
New York
$95.3K
AF
55
Advisornet Financial
Minnesota
$89K +$21.9K +404 +34%
FAAS
56
First Allied Advisory Services
California
$82K +$81.3K +1,498 New
FIB
57
First Interstate Bank
Montana
$80K
FHA
58
Flagship Harbor Advisors
Massachusetts
$72K
IF
59
Ironwood Financial
Arizona
$42K
PCIA
60
Prime Capital Investment Advisors
Kansas
$36K +$35.8K +660 New
PA
61
Parallel Advisors
California
$34K
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$18K
SB
63
Strategic Blueprint
Georgia
$17K +$16.3K +300 New
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$14K
IA
65
IFP Advisors
Florida
$14K +$13.8K +254 New
SFSIG
66
San Francisco Sentry Investment Group
California
$11K
GWM
67
Geneos Wealth Management
Colorado
$8K
TAIM
68
TD Ameritrade Investment Management
Nebraska
$5K +$434 +8 +9%
IA
69
IFG Advisory
Georgia
-$1.58M -20,130 Closed
RCAG
70
Rehmann Capital Advisory Group
Michigan
-$87K -1,610 Closed
OIA
71
OneDigital Investment Advisors
Kansas
-$69K -1,270 Closed
EWM
72
Executive Wealth Management
Michigan
-$28K -524 Closed
VFA
73
Valeo Financial Advisors
Indiana
-$5K -100 Closed