We are live on ! Find out more
ILCV icon

iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Axa
1
Axa
France
$39.8M -$7.54M -142,000 -16%
Bank of America
2
Bank of America
North Carolina
$17.5M -$1.1M -20,648 -6%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$16.7M +$2.59M +48,828 +19%
GG
4
GenWealth Group
New Jersey
$15.6M -$99.8K -1,880 -0.6%
UBS Group
5
UBS Group
Switzerland
$11.1M -$280K -5,282 -2%
SFI
6
SPC Financial Inc
Maryland
$11M +$520K +9,790 +5%
Morgan Stanley
7
Morgan Stanley
New York
$10.3M +$256K +4,820 +3%
Wells Fargo
8
Wells Fargo
California
$6.94M -$125K -2,360 -2%
LPL Financial
9
LPL Financial
California
$6.49M -$106K -1,988 -2%
Goldman Sachs
10
Goldman Sachs
New York
$4.28M
JP Morgan Chase
11
JP Morgan Chase
New York
$3.54M +$238K +4,488 +7%
RJA
12
Raymond James & Associates
Florida
$2.83M +$266K +5,002 +10%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.42M +$161K +3,026 +7%
KJWM
14
Kiley Juergens Wealth Management
Washington
$1.68M +$51.9K +978 +3%
CAN
15
Cetera Advisor Networks
California
$1.66M +$98.6K +1,858 +6%
Ameriprise
16
Ameriprise
Minnesota
$1.66M -$102K -1,922 -6%
Citigroup
17
Citigroup
New York
$1.63M +$375K +7,060 +30%
IA
18
IFG Advisory
Georgia
$1.55M -$118K -2,226 -10%
Jane Street
19
Jane Street
New York
$1.51M +$1.5M +28,164 New
CMP
20
Courage Miller Partners
Virginia
$1.42M -$53.5K -1,008 -4%
CWS
21
Cypress Wealth Services
California
$1.33M +$85.4K +1,608 +7%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$1.03M +$64.7K +1,218 +7%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$961K -$46.8K -882 -5%
TRCT
24
Tower Research Capital (TRC)
New York
$792K +$783K +14,748 New
BAMG
25
Brand Asset Management Group
Missouri
$790K