We are live on ! Find out more
ILCV icon

iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$50.9M -$371K -7,198 -0.7%
Axa
2
Axa
France
$45.2M +$9.41M +182,600 +27%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$24.5M +$6.18M +119,830 +35%
GG
4
GenWealth Group
New Jersey
$16.4M +$675K +13,088 +4%
Bank of America
5
Bank of America
North Carolina
$16.2M +$857K +16,628 +6%
Morgan Stanley
6
Morgan Stanley
New York
$14.9M -$4.46M -86,466 -23%
UBS Group
7
UBS Group
Switzerland
$13.9M +$3.13M +60,702 +30%
SFI
8
SPC Financial Inc
Maryland
$11.3M +$255K +4,944 +2%
Wells Fargo
9
Wells Fargo
California
$7M -$1.18M -22,948 -15%
LPL Financial
10
LPL Financial
California
$6.65M +$96.9K +1,880 +2%
Goldman Sachs
11
Goldman Sachs
New York
$5.77M +$1.53M +29,640 +37%
AG
12
Advisor Group
Arizona
$4.28M +$3.63M +70,404 +657%
AAS
13
Avantax Advisory Services
Texas
$3.15M +$1.38M +26,808 +81%
JP Morgan Chase
14
JP Morgan Chase
New York
$3.13M -$69.8K -1,354 -2%
RJA
15
Raymond James & Associates
Florida
$2.89M +$127K +2,470 +5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.28M -$125K -2,420 -5%
Citadel Advisors
17
Citadel Advisors
Florida
$2.19M +$2.14M +41,480 New
PAG
18
Private Advisor Group
New Jersey
$1.87M -$447K -8,676 -20%
JMPWA
19
JP Morgan Private Wealth Advisors
California
$1.84M -$5.77K -112 -0.3%
IDA
20
Intelligence Driven Advisers
California
$1.83M -$54.5K -1,058 -3%
TC
21
TAP Consulting
Missouri
$1.75M +$1.72M +33,270 New
KJWM
22
Kiley Juergens Wealth Management
Washington
$1.7M +$6.08K +118 +0.4%
CAN
23
Cetera Advisor Networks
California
$1.64M +$17.7K +344 +1%
IA
24
IFG Advisory
Georgia
$1.52M +$5.05K +98 +0.5%
Citigroup
25
Citigroup
New York
$1.49M -$110K -2,142 -7%