We are live on ! Find out more
ILCV icon

iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
Summit Asset Management
Tennessee
$287K
AIG
27
American International Group
New York
$283K +$23.7K +562 +9%
Barclays
28
Barclays
United Kingdom
$225K
IAA
29
Ironsides Asset Advisors
North Carolina
$224K
SI
30
SII Investments
Wisconsin
$201K +$197K +4,674 New
OC
31
Oakworth Capital
Alabama
$168K
MFS
32
MSI Financial Services
Massachusetts
$165K -$22K -520 -12%
Citigroup
33
Citigroup
New York
$160K +$10.5K +248 +7%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$148K
BRWA
35
B. Riley Wealth Advisors
Florida
$140K +$137K +3,240 New
NFG
36
Next Financial Group
Texas
$99K -$53.7K -1,270 -36%
KA
37
Klingman & Associates
New York
$87K +$85.9K +2,034 New
MAM
38
Meeder Asset Management
Ohio
$84K +$53.1K +1,258 +184%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$28K +$169 +4 +0.6%
BBPWM
40
Blue Bell Private Wealth Management
Pennsylvania
$25K -$8.45K -200 -25%
FNBSF
41
First National Bank Sioux Falls
South Dakota
$17K +$16.9K +400 New
WA
42
WFG Advisors
Texas
$6K
Deutsche Bank
43
Deutsche Bank
Germany
$4K
MAS
44
Madden Advisory Services
Florida
$4K
NFG
45
Noven Financial Group
Colorado
-$15.4M -364,530 Closed
CLOS
46
Compagnie Lombard Odier SCmA
Switzerland
-$428K -10,140 Closed
VKH
47
Virtu KCG Holdings
New York
-$263K -6,226 Closed
SFSIG
48
San Francisco Sentry Investment Group
California
-$30K -702 Closed
PAG
49
Private Advisor Group
New Jersey
-$26K -612 Closed
Parallax Volatility Advisers
50
Parallax Volatility Advisers
California
+$84 +2 New