We are live on ! Find out more
ILCV icon

iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$459K -$44.7K -920 -9%
UWPG
27
Ullmann Wealth Partners Group
Florida
$415K +$120K +2,478 +36%
SPC
28
Sigma Planning Corp
Michigan
$342K +$1.17K +24 +0.4%
Stifel Financial
29
Stifel Financial
Missouri
$324K
SAM
30
Summit Asset Management
Tennessee
$305K -$15K -310 -5%
TH
31
Timber Hill
Connecticut
$299K +$292K +6,012 New
AFP
32
Ausdal Financial Partners
Iowa
$271K +$34K +700 +15%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$269K +$43.4K +894 +20%
RA
34
RFG Advisory
Alabama
$231K +$225K +4,626 New
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$218K
JWM
36
Jacobus Wealth Management
Wisconsin
$209K
BF
37
BOK Financial
Oklahoma
$108K +$106K +2,180 New
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$101K
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$73K
FIB
40
First Interstate Bank
Montana
$72K
IWM
41
IHT Wealth Management
Illinois
$71K
GRP
42
Global Retirement Partners
California
$46K
HNB
43
Huntington National Bank
Ohio
$46K
IF
44
Ironwood Financial
Arizona
$38K -$11.4K -234 -24%
SFSIG
45
San Francisco Sentry Investment Group
California
$35K
PA
46
Parallel Advisors
California
$31K +$97 +2 +0.3%
NFG
47
Next Financial Group
Texas
$20K
US Bancorp
48
US Bancorp
Minnesota
$11K
GWM
49
Geneos Wealth Management
Colorado
$10K
AAP
50
Arax Advisory Partners
Colorado
$4K