We are live on ! Find out more
ILCV icon

iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GG
26
GenWealth Group
New Jersey
$1.82M -$106K -2,004 -6%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.76M +$31K +586 +2%
JMPWA
28
JP Morgan Private Wealth Advisors
California
$1.34M +$57K +1,076 +5%
Citigroup
29
Citigroup
New York
$1.12M +$107K +2,014 +11%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.03M +$209K +3,950 +27%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$866K
FSC
32
Full Sail Capital
Oklahoma
$839K
Goldman Sachs
33
Goldman Sachs
New York
$772K
Ameriprise
34
Ameriprise
Minnesota
$761K -$36.2K -684 -5%
HB
35
Homrich & Berg
Georgia
$743K +$701K +13,244 New
BAMG
36
Brand Asset Management Group
Missouri
$733K -$8.36K -158 -1%
EIP
37
Ellis Investment Partners
Pennsylvania
$692K +$19.3K +364 +3%
CMP
38
Courage Miller Partners
Virginia
$638K -$252K -4,764 -30%
PAG
39
Private Advisor Group
New Jersey
$595K -$28.7K -542 -5%
IAIM
40
International Assets Investment Management
Florida
$537K -$125K -2,360 -38%
BAM
41
Belpointe Asset Management
Nevada
$466K +$439K +8,298 New
CAN
42
Cetera Advisor Networks
California
$436K
UWPG
43
Ullmann Wealth Partners Group
Florida
$390K
TW
44
Towerpoint Wealth
California
$383K -$140K -2,650 -28%
PCIA
45
Prime Capital Investment Advisors
Kansas
$378K +$145K +2,736 +68%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$370K -$7.3K -138 -2%
PWS
47
Private Wealth Strategies
Ohio
$353K +$2.44K +46 +0.7%
GRP
48
Global Retirement Partners
California
$351K
CWS
49
Cypress Wealth Services
California
$328K +$310K +5,852 New
CPIG
50
Chicago Partners Investment Group
Illinois
$315K +$9.21K +174 +3%