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
$42M -$6.24M -115,000 -13%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$38.7M -$15.2M -280,764 -29%
MTC
3
Matrix Trust Company
Colorado
$35M +$80.4K +1,482 +0.2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$21.9M +$188K +3,468 +0.9%
Morgan Stanley
5
Morgan Stanley
New York
$18M +$3.03M +55,954 +21%
GG
6
GenWealth Group
New Jersey
$16.9M -$255K -4,700 -2%
SFI
7
SPC Financial Inc
Maryland
$11.9M +$41.1K +758 +0.4%
UBS Group
8
UBS Group
Switzerland
$10.9M -$3.53M -64,992 -25%
Bank of America
9
Bank of America
North Carolina
$8.2M -$246K -4,528 -3%
Wells Fargo
10
Wells Fargo
California
$8.04M +$112K +2,058 +1%
LPL Financial
11
LPL Financial
California
$7.48M +$497K +9,162 +7%
PAG
12
Private Advisor Group
New Jersey
$5.04M +$2.32M +42,716 +89%
AAS
13
Avantax Advisory Services
Texas
$4.23M +$713K +13,154 +21%
JP Morgan Chase
14
JP Morgan Chase
New York
$3.32M +$60.7K +1,120 +2%
RJA
15
Raymond James & Associates
Florida
$3.08M +$4.45K +82 +0.1%
Citadel Advisors
16
Citadel Advisors
Florida
$2.78M +$911K +16,790 +50%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.12M -$121K -2,222 -5%
JMPWA
18
JP Morgan Private Wealth Advisors
California
$1.93M +$14.6K +270 +0.8%
TC
19
TAP Consulting
Missouri
$1.86M +$1.82M +33,600 New
KJWM
20
Kiley Juergens Wealth Management
Washington
$1.8M
Ameriprise
21
Ameriprise
Minnesota
$1.38M -$15.1K -278 -1%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.3M +$386K +7,114 +43%
CMP
23
Courage Miller Partners
Virginia
$1.28M -$131K -2,408 -9%
Citigroup
24
Citigroup
New York
$1.25M -$213K -3,930 -15%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$1.2M +$190K +3,506 +19%