We are live on ! Find out more
ILCV icon

iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$35.7M +$4.73M +88,800 +12%
MTC
2
Matrix Trust Company
Colorado
$27.5M -$299K -5,614 -0.9%
Morgan Stanley
3
Morgan Stanley
New York
$18.7M +$5.98M +112,338 +35%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$16.9M +$403K +7,562 +2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$14M -$23.9M -447,956 -58%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$10.7M +$3.91M +73,454 +42%
SFI
7
SPC Financial Inc
Maryland
$10.5M +$1.34M +25,170 +12%
Wells Fargo
8
Wells Fargo
California
$8.59M +$611K +11,466 +6%
UBS Group
9
UBS Group
Switzerland
$8.55M +$143K +2,684 +1%
LPL Financial
10
LPL Financial
California
$5.87M -$330K -6,204 -4%
Bank of America
11
Bank of America
North Carolina
$5.86M -$620K -11,642 -8%
AAS
12
Avantax Advisory Services
Texas
$4.19M +$490K +9,204 +10%
VAG
13
VisionPoint Advisory Group
Texas
$3.38M -$119K -2,234 -3%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$2.8M
JP Morgan Chase
15
JP Morgan Chase
New York
$2.55M -$42.4K -796 -1%
RJA
16
Raymond James & Associates
Florida
$2.47M +$1.06K +20 +0%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.26M +$382K +7,170 +16%
GG
18
GenWealth Group
New Jersey
$1.7M -$14.2M -266,030 -87%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.68M +$1.17M +21,878 +129%
TC
20
TAP Consulting
Missouri
$1.47M
KJWM
21
Kiley Juergens Wealth Management
Washington
$1.44M -$37K -694 -2%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$1.42M -$43.4K -814 -2%
PAG
23
Private Advisor Group
New Jersey
$1.35M -$2.58M -48,366 -61%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.17M +$1.43M +26,924 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.1M +$1.35M +25,388 New