We are live on ! Find out more
ILCV icon

iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
101
Focus Partners Wealth
Massachusetts
$264K +$270K +3,256 New
TF
102
TME Financial
California
$260K +$262K +3,160 New
AFTS
103
American Financial & Tax Strategies
New York
$259K
AWP
104
Avid Wealth Partners
Texas
$257K +$263K +3,174 New
DWM
105
Destination Wealth Management
California
$239K
BRWA
106
B. Riley Wealth Advisors
Florida
$233K -$163K -1,968 -41%
SWP
107
Stratos Wealth Partners
Ohio
$230K +$235K +2,835 New
KAS
108
Kestra Advisory Services
Texas
$226K -$41K -495 -15%
MWM
109
MGB Wealth Management
Texas
$162K
GWM
110
Geneos Wealth Management
Colorado
$154K +$68.8K +830 +78%
LI
111
LRI Investments
Florida
$130K
FWA
112
Flagship Wealth Advisors
Massachusetts
$121K +$124K +1,500 New
NWM
113
Navigoe Wealth Management
California
$112K +$115K +1,393 New
CIA
114
Cape Investment Advisory
Georgia
$109K
AA
115
Addison Advisors
Vermont
$108K +$111K +1,335 New
AP
116
Aspect Partners
Virginia
$103K +$106K +1,273 New
AAP
117
Arax Advisory Partners
Colorado
$90.8K +$497 +6 +0.5%
CFD
118
Creative Financial Designs
Indiana
$74.5K +$249 +3 +0.3%
HHGA
119
Halbert Hargrove Global Advisors
California
$71.3K +$73K +880 New
CJ
120
Caitlin John
Michigan
$64.6K
MWM
121
Mascoma Wealth Management
New Hampshire
$63.8K +$65.3K +788 New
CSB
122
City State Bank
Iowa
$54.1K
US Bancorp
123
US Bancorp
Minnesota
$43.5K
PA
124
Parallel Advisors
California
$41.8K
Jones Financial Companies
125
Jones Financial Companies
Missouri
$40.5K