We are live on ! Find out more
ILCV icon

iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
AE Wealth Management
Kansas
$278K +$275K +5,758 New
BRWA
52
B. Riley Wealth Advisors
Florida
$241K +$477 +10 +0.2%
Stifel Financial
53
Stifel Financial
Missouri
$234K -$62.2K -1,302 -21%
SBSB
54
Sullivan, Bruyette, Speros & Blaney
Virginia
$166K
PCIA
55
Prime Capital Investment Advisors
Kansas
$129K +$95.5K +2,000 +303%
SPIA
56
Steward Partners Investment Advisory
New York
$126K
SF
57
Synovus Financial
Georgia
$99K
APA
58
American Portfolios Advisors
New York
$86.6K +$3.15K +66 +4%
TAIM
59
TD Ameritrade Investment Management
Nebraska
$68K +$2K +42 +3%
FHA
60
Flagship Harbor Advisors
Massachusetts
$63K
AAP
61
Arax Advisory Partners
Colorado
$49K +$955 +20 +2%
PA
62
Parallel Advisors
California
$29K
AIC
63
Archer Investment Corporation
Indiana
$26.6K
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$16K
CT
65
Caldwell Trust
Florida
$13.5K
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$12K
IA
67
Independence Advisors
Pennsylvania
$10K
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$10K
SFSIG
69
San Francisco Sentry Investment Group
California
$10K
CFA
70
Carroll Financial Associates
North Carolina
$9K
GWM
71
Geneos Wealth Management
Colorado
$7K
IF
72
Ironwood Financial
Arizona
$7K
PFGIA
73
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$4.11K +86 New
TWA
74
TCI Wealth Advisors
Arizona
$1K
VAG
75
VisionPoint Advisory Group
Texas
-$3.38M -78,088 Closed