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icono de ILCV

iShares Morningstar Value ETF
ILCV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Steele Capital Management
1
Steele Capital Management
Iowa
USD 68.3 M +USD 457 k +4,596 +0.7%
MTC
2
Matrix Trust Company
Colorado
USD 67.9 M +USD 456 k +4,585 +0.7%
Bank of America
3
Bank of America
North Carolina
USD 65.5 M +USD 2.55 M +25,616 +4%
Raymond James Financial
4
Raymond James Financial
Florida
USD 48.5 M +USD 1.77 M +17,807 +4%
UBS Group
5
UBS Group
Switzerland
USD 43.4 M -USD 764 k -7,691 -2%
LPL Financial
6
LPL Financial
California
USD 41 M -USD 2.34 M -23,549 -5%
Morgan Stanley
7
Morgan Stanley
New York
USD 34.5 M -USD 1.1 M -11,098 -3%
JP Morgan Chase
8
JP Morgan Chase
New York
USD 31.2 M -USD 1.55 M -15,620 -5%
Woodard & Company Asset Management Group
9
Woodard & Company Asset Management Group
North Carolina
USD 23.9 M -USD 259 k -2,607 -1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
USD 23.3 M +USD 1.21 M +12,177 +6%
AlphaCore Capital
11
AlphaCore Capital
California
USD 22.9 M -USD 745 k -7,496 -3%
Wells Fargo
12
Wells Fargo
California
USD 21.5 M -USD 129 k -1,298 -0.6%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
USD 19.7 M -USD 257 k -2,589 -1%
NWA
14
Northwest Wealth Advisors
Washington
USD 17.5 M +USD 1.83 M +18,442 +12%
Kingsview Wealth Management
15
Kingsview Wealth Management
Oregon
USD 17.3 M +USD 11.5 M +115,767 +209%
LW
16
Lauer Wealth
Indiana
USD 15.2 M +USD 347 k +3,488 +2%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
USD 14.3 M +USD 34.3 k +345 +0.2%
Ameriprise
18
Ameriprise
Minnesota
USD 12.3 M -USD 363 k -3,658 -3%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
USD 12.1 M -USD 928 k -9,335 -7%
Osaic Holdings
20
Osaic Holdings
Arizona
USD 12 M +USD 838 k +8,429 +8%
Corient Private Wealth
21
Corient Private Wealth
Florida
USD 11.9 M -USD 23.2 k -233 -0.2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
USD 11.8 M +USD 435 k +4,377 +4%
BC
23
Barrett & Company
Rhode Island
USD 9.9 M +USD 449 k +4,518 +5%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
USD 9.1 M -USD 263 k -2,642 -3%
Kiley Juergens Wealth Management
25
Kiley Juergens Wealth Management
Washington
USD 8.96 M +USD 91 k +916 +1%
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