We are live on ! Find out more
ILCV icon

iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
151
TSA Wealth Management
Texas
$223K -$30.8K -310 -12%
SPC
152
Sigma Planning Corp
Michigan
$221K -$5.06M -50,929 -96%
AIA
153
Accelerate Investment Advisors
California
$217K -$7.15K -72 -3%
AWP
154
Avid Wealth Partners
Texas
$215K -$26.8K -270 -11%
IWC
155
Integrated Wealth Concepts
Massachusetts
$213K +$209K +2,108 New
EWA
156
EP Wealth Advisors
California
$209K +$206K +2,069 New
FWP
157
Firethorn Wealth Partners
Georgia
$204K +$200K +2,013 New
Brown Advisory
158
Brown Advisory
Maryland
$203K +$199K +2,001 New
GWM
159
Geneos Wealth Management
Colorado
$194K – – –
LI
160
LRI Investments
Florida
$189K – – –
IA
161
IFG Advisory
Georgia
$170K +$167K +1,676 New
MA
162
MCF Advisors
Kentucky
$164K +$161K +1,618 New
FWA
163
Flagship Wealth Advisors
Massachusetts
$152K – – –
NWM
164
Navigoe Wealth Management
California
$142K +$199 +2 +0.1%
CIA
165
Cape Investment Advisory
Georgia
$137K +$134K +1,350 New
AP
166
Aspect Partners
Virginia
$129K – – –
US Bancorp
167
US Bancorp
Minnesota
$104K – – –
PF
168
PlanVest Financial
Maryland
$104K – – –
AssetMark Inc
169
AssetMark Inc
California
$95.6K – – –
CFD
170
Creative Financial Designs
Indiana
$93.5K -$2.68K -27 -3%
UBS AM
171
UBS AM
Illinois
$83.9K – – –
IA
172
IFP Advisors
Florida
$80.1K -$6.86K -69 -8%
MWM
173
Mascoma Wealth Management
New Hampshire
$79.8K – – –
CJ
174
Caitlin John
Michigan
$70.7K -$9.94K -100 -13%
CIAS
175
Capital Investment Advisory Services
North Carolina
$70.4K – – –