We are live on ! Find out more
ILCV icon

iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$378K
TW
77
Towerpoint Wealth
California
$372K
SPIA
78
Steward Partners Investment Advisory
New York
$353K -$115K -1,575 -26%
KAS
79
Kestra Advisory Services
Texas
$352K -$92.1K -1,264 -22%
DA
80
Detalus Advisors
Missouri
$340K -$2.55K -35 -0.8%
HIA
81
Harbor Investment Advisory
Maryland
$327K
BFG
82
Bleakley Financial Group
New Jersey
$311K -$11.7K -160 -4%
SW
83
Simplicity Wealth
New Jersey
$311K +$294K +4,040 New
NA
84
NewEdge Advisors
Louisiana
$304K -$51.8K -711 -15%
BRWA
85
B. Riley Wealth Advisors
Florida
$291K -$1.17K -16 -0.4%
WCM
86
WealthBridge Capital Management
Ohio
$283K
HighTower Advisors
87
HighTower Advisors
Illinois
$275K +$364 +5 +0.1%
CIA
88
Capital Investment Advisors
Georgia
$271K
CPIG
89
Chicago Partners Investment Group
Illinois
$268K +$1.24K +17 +0.5%
RJT
90
Raymond James Trust
Florida
$266K -$14.2K -195 -5%
TSWM
91
Tyler-Stone Wealth Management
Ohio
$263K -$10.7K -147 -4%
AFTS
92
American Financial & Tax Strategies
New York
$246K
DWM
93
Destination Wealth Management
California
$227K
Lido Advisors
94
Lido Advisors
California
$227K
WS
95
Wedbush Securities
California
$206K +$195K +2,680 New
TRCT
96
Tower Research Capital (TRC)
New York
$168K +$159K +2,182 New
MWM
97
MGB Wealth Management
Texas
$154K
LI
98
LRI Investments
Florida
$131K +$125K +1,710 New
CIA
99
Cape Investment Advisory
Georgia
$104K
AAP
100
Arax Advisory Partners
Colorado
$84.8K +$364 +5 +0.5%