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
$608K +$119K +2,312 +25%
BRWA
27
B. Riley Wealth Advisors
Florida
$596K +$103 +2 +0%
MML Investors Services
28
MML Investors Services
Massachusetts
$539K +$524K +10,212 New
AG
29
Advisor Group
Arizona
$422K -$61.9K -1,206 -13%
UWPG
30
Ullmann Wealth Partners Group
Florida
$366K -$127K -2,478 -26%
Stifel Financial
31
Stifel Financial
Missouri
$344K
TRCT
32
Tower Research Capital (TRC)
New York
$329K -$2.86M -55,750 -90%
SAM
33
Summit Asset Management
Tennessee
$323K
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$282K -$3.8K -74 -1%
AFP
35
Ausdal Financial Partners
Iowa
$275K -$12.3K -240 -4%
Citadel Advisors
36
Citadel Advisors
Florida
$244K +$237K +4,620 New
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$231K
CRC
38
Curi RMB Capital
Illinois
$222K +$216K +4,200 New
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$107K
FIB
40
First Interstate Bank
Montana
$77K
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$77K
SEI Investments
42
SEI Investments
Pennsylvania
$76K +$73.4K +1,430 New
IWM
43
IHT Wealth Management
Illinois
$75K
FAAS
44
First Allied Advisory Services
California
$69K +$67.4K +1,314 New
AF
45
Advisornet Financial
Minnesota
$56K +$54.6K +1,064 New
GRP
46
Global Retirement Partners
California
$49K
APA
47
American Portfolios Advisors
New York
$45.2K +$43.9K +856 New
IF
48
Ironwood Financial
Arizona
$40K
PA
49
Parallel Advisors
California
$32K
SWP
50
Stratos Wealth Partners
Ohio
$30K +$29.6K +576 New