We are live on ! Find out more
ILCV icon

iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KV
101
Kickstand Ventures
New York
$358K
BCA
102
Bay Colony Advisors
Massachusetts
$358K +$344K +3,979 New
WJA
103
Willis Johnson & Associates
Texas
$342K
CPIG
104
Chicago Partners Investment Group
Illinois
$340K +$1.47K +17 +0.5%
WCM
105
WealthBridge Capital Management
Ohio
$331K
CIA
106
Capital Investment Advisors
Georgia
$327K +$8.65K +100 +3%
SF
107
Synovus Financial
Georgia
$325K +$1.38K +16 +0.4%
KAS
108
Kestra Advisory Services
Texas
$315K -$11.5K -133 -4%
CCA
109
Carrera Capital Advisors
Michigan
$301K +$1.3K +15 +0.5%
Focus Partners Wealth
110
Focus Partners Wealth
Massachusetts
$293K
HIA
111
Harbor Investment Advisory
Maryland
$293K
CMP
112
Courage Miller Partners
Virginia
$290K -$32.9K -380 -11%
TF
113
TME Financial
California
$290K +$1.3K +15 +0.5%
MFA
114
Mayflower Financial Advisors
Massachusetts
$289K
AFTS
115
American Financial & Tax Strategies
New York
$288K
MIC
116
Means Investment Company
Maine
$288K +$1.3K +15 +0.5%
OAP
117
One Advisory Partners
Kansas
$276K -$2.42K -28 -0.9%
SFS
118
Security Financial Services
Indiana
$272K -$19.7K -228 -7%
KWM
119
Kingsview Wealth Management
Oregon
$250K +$779 +9 +0.3%
NL
120
NWAM LLC
Washington
$237K
DWM
121
Destination Wealth Management
California
$235K
BRWA
122
B. Riley Wealth Advisors
Florida
$227K +$87 +1 +0%
MSAM
123
Moloney Securities Asset Management
Missouri
$225K +$779 +9 +0.4%
CIAS
124
CFS Investment Advisory Services
New Jersey
$224K -$3.81K -44 -2%
TWM
125
TSA Wealth Management
Texas
$222K -$87 -1 -0%