We are live on ! Find out more
ILCV icon

iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
76
AssetMark Inc
California
$107K +$91.3K +1,358 +754%
TAIM
77
TD Ameritrade Investment Management
Nebraska
$102K +$51.2K +762 +109%
DWMG
78
DB Wealth Management Group
California
$101K -$2.69K -40 -3%
PFGIA
79
Patriot Financial Group Insurance Agency
Massachusetts
$91K -$67.7K -1,007 -43%
GWM
80
Geneos Wealth Management
Colorado
$84K
SC
81
Sierra Capital
Florida
$84K
AAP
82
Arax Advisory Partners
Colorado
$73K +$807 +12 +1%
TAM
83
Townsend Asset Management
North Carolina
$70K
ADL
84
Asset Dedication LLC
California
$50K
CSB
85
City State Bank
Iowa
$46K +$44.9K +668 New
NFG
86
Next Financial Group
Texas
$43K
PA
87
Parallel Advisors
California
$36K
AIC
88
Archer Investment Corporation
Indiana
$27.8K
AWM
89
Activest Wealth Management
Florida
$26K
FFG
90
Ford Financial Group
California
$18K +$18.2K +270 New
CFD
91
Creative Financial Designs
Indiana
$14K +$67 +1 +0.5%
LWA
92
Lenox Wealth Advisors
New York
$14K +$13.2K +197 New
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$13K
CWP
94
Concord Wealth Partners
Virginia
$9K
MFT
95
Moisand Fitzgerald Tamayo
Florida
$7K
CA
96
CoreCap Advisors
Michigan
$7K +$6.72K +100 New
CT
97
Caldwell Trust
Florida
$5.57K
AWM
98
Accel Wealth Management
Iowa
$3K +$2.42K +36 New
AC
99
Amia Capital
United Kingdom
-$165M -1,500,000 Closed
Citadel Advisors
100
Citadel Advisors
Florida
-$1.91M -29,938 Closed