We are live on ! Find out more
ILCV icon

iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
26
Nations Financial Group
Iowa
$1.92M +$1.97M +30,124 New
Citadel Advisors
27
Citadel Advisors
Florida
$1.91M +$1.96M +29,938 New
Osaic Holdings
28
Osaic Holdings
Arizona
$1.88M +$59.9K +916 +3%
JMPWA
29
JP Morgan Private Wealth Advisors
California
$1.63M +$14.2K +218 +0.9%
GG
30
GenWealth Group
New Jersey
$1.35M
SFS
31
Sowell Financial Services
Arkansas
$1.3M +$463K +7,089 +53%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.17M +$42K +642 +4%
Ameriprise
33
Ameriprise
Minnesota
$1.11M -$18.4K -282 -2%
Citigroup
34
Citigroup
New York
$1.08M -$418K -6,399 -27%
FSC
35
Full Sail Capital
Oklahoma
$936K
PAG
36
Private Advisor Group
New Jersey
$935K +$291K +4,450 +43%
BAMG
37
Brand Asset Management Group
Missouri
$862K +$5.03K +77 +0.6%
EIP
38
Ellis Investment Partners
Pennsylvania
$828K -$24.3K -372 -3%
HB
39
Homrich & Berg
Georgia
$811K
PCIA
40
Prime Capital Investment Advisors
Kansas
$692K -$694K -10,612 -49%
NL
41
NWAM LLC
Washington
$610K +$627K +9,590 New
CMP
42
Courage Miller Partners
Virginia
$572K -$121K -1,848 -17%
CAN
43
Cetera Advisor Networks
California
$554K -$62.5K -956 -10%
FA
44
Flagstar Advisors
New York
$543K +$557K +8,526 New
TRCT
45
Tower Research Capital (TRC)
New York
$500K +$52.5K +803 +11%
LNC
46
Lincoln National Corp
Pennsylvania
$499K +$65 +1 +0%
UWPG
47
Ullmann Wealth Partners Group
Florida
$442K
PWS
48
Private Wealth Strategies
Ohio
$407K +$2.42K +37 +0.6%
WS
49
Wedbush Securities
California
$392K
GRP
50
Global Retirement Partners
California
$392K +$41.5K +635 +11%