We are live on ! Find out more
ILCV icon

iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$621K +$16.4K +320 +3%
BTS
27
BB&T Securities
Virginia
$436K -$409 -8 -0.1%
AG
28
Advisor Group
Arizona
$435K
UWPG
29
Ullmann Wealth Partners Group
Florida
$352K
SAM
30
Summit Asset Management
Tennessee
$321K
Stifel Financial
31
Stifel Financial
Missouri
$294K -$37.9K -740 -11%
BRWA
32
B. Riley Wealth Advisors
Florida
$288K +$2.05K +40 +0.7%
AFP
33
Ausdal Financial Partners
Iowa
$265K +$3.17K +62 +1%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$260K
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$210K
US Bancorp
36
US Bancorp
Minnesota
$115K +$104K +2,040 +927%
SF
37
Synovus Financial
Georgia
$104K
RCAG
38
Rehmann Capital Advisory Group
Michigan
$97.5K
FIB
39
First Interstate Bank
Montana
$74K
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$74K
FHA
41
Flagship Harbor Advisors
Massachusetts
$70K +$71.2K +1,392 New
AF
42
Advisornet Financial
Minnesota
$61K +$31.5K +616 +105%
GRP
43
Global Retirement Partners
California
$47K
APA
44
American Portfolios Advisors
New York
$43.6K
RFC
45
Regions Financial Corp
Alabama
$43K
IF
46
Ironwood Financial
Arizona
$39K
PA
47
Parallel Advisors
California
$31K
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$17K
CIBC Private Wealth Group
49
CIBC Private Wealth Group
Georgia
$13K
WF
50
WealthTrust Fairport
Ohio
$11K