We are live on ! Find out more
ILCV icon

iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
76
Chicago Partners Investment Group
Illinois
$265K +$1.95K +29 +0.7%
WS
77
Wedbush Securities
California
$262K -$142K -2,110 -34%
NA
78
NewEdge Advisors
Louisiana
$246K
TSWM
79
Tyler-Stone Wealth Management
Ohio
$240K
RJT
80
Raymond James Trust
Florida
$239K -$20.9K -311 -8%
WCM
81
WealthBridge Capital Management
Ohio
$238K
CIA
82
Capital Investment Advisors
Georgia
$229K +$237K +3,532 New
WWM
83
Windsor Wealth Management
Indiana
$210K
SPIA
84
Steward Partners Investment Advisory
New York
$208K +$14.7K +218 +7%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$205K -$4.5K -67 -2%
WCAMG
86
Woodard & Company Asset Management Group
North Carolina
$202K +$210K +3,120 New
TRCT
87
Tower Research Capital (TRC)
New York
$159K -$118K -1,749 -42%
CIA
88
Cape Investment Advisory
Georgia
$87.4K
AAP
89
Arax Advisory Partners
Colorado
$70.2K
GWM
90
Geneos Wealth Management
Colorado
$69.3K
TAM
91
Townsend Asset Management
North Carolina
$64.8K
DWMG
92
DB Wealth Management Group
California
$60.7K -$31.6K -470 -33%
CSB
93
City State Bank
Iowa
$43K
AssetMark Inc
94
AssetMark Inc
California
$42.4K -$47.9K -712 -52%
PA
95
Parallel Advisors
California
$33.4K
CFD
96
Creative Financial Designs
Indiana
$31.9K
DJSG
97
D.J. St. Germain
Massachusetts
$31K
AWM
98
Activest Wealth Management
Florida
$30.1K +$31.2K +464 New
AIC
99
Archer Investment Corporation
Indiana
$25.9K
Legacy Financial Group (Iowa)
100
Legacy Financial Group (Iowa)
Iowa
$21.1K +$21.9K +326 New