We are live on ! Find out more
ILCV icon

iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GG
51
GenWealth Group
New Jersey
$1.6M -$15.7K -182 -1%
OIA
52
OneDigital Investment Advisors
Kansas
$1.49M -$34.2K -395 -2%
CWMK
53
Caliber Wealth Management (Kansas)
Kansas
$1.44M -$39.8K -460 -3%
BAMG
54
Brand Asset Management Group
Missouri
$1.37M
EIP
55
Ellis Investment Partners
Pennsylvania
$1.27M -$85.7K -991 -7%
Comerica Bank
56
Comerica Bank
Texas
$1.22M -$692 -8 -0.1%
FSC
57
Full Sail Capital
Oklahoma
$1.17M
IAG
58
Ipsen Advisor Group
Arkansas
$1.12M -$48.1K -556 -4%
VP
59
Verum Partners
North Carolina
$1.12M
HGWM
60
Horst & Graben Wealth Management
Oregon
$1.08M -$519 -6 -0.1%
Citigroup
61
Citigroup
New York
$1.06M -$59.6K -689 -6%
GRP
62
Global Retirement Partners
California
$1.02M -$39.1K -452 -4%
WA
63
Waverly Advisors
Alabama
$1.01M -$54.9K -635 -5%
SI
64
Saxon Interests
Texas
$992K
HWM
65
HB Wealth Management
Georgia
$961K +$47.6K +550 +5%
Citadel Advisors
66
Citadel Advisors
Florida
$933K +$152K +1,753 +20%
DA
67
Detalus Advisors
Missouri
$925K -$47.8K -553 -5%
AB
68
ANB Bank
Colorado
$913K -$381K -4,403 -30%
Lido Advisors
69
Lido Advisors
California
$892K +$2.68K +31 +0.3%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$848K +$91.7K +1,060 +13%
KFI
71
Key Financial Inc
Pennsylvania
$824K +$89K +1,029 +13%
SVWG
72
Shared Vision Wealth Group
United States
$820K
CPCP
73
Cedar Point Capital Partners
Iowa
$806K +$14.9K +172 +2%
KPWS
74
Kestra Private Wealth Services
Texas
$801K +$173 +2 +0%
CTA
75
Chesley Taft & Associates
Illinois
$787K