We are live on ! Find out more
ISCV icon

iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ETC
1
Exchange Traded Concepts
Oklahoma
$86.6M +$11.9M +159,744 +17%
VCS
2
Vaughan & Co Securities
New Jersey
$22.8M -$185K -2,488 -0.8%
Morgan Stanley
3
Morgan Stanley
New York
$22.6M -$803K -10,785 -4%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$21.9M -$669K -8,978 -3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.5M -$1.74M -23,335 -10%
Bank of America
6
Bank of America
North Carolina
$15.3M -$505K -6,782 -3%
LPL Financial
7
LPL Financial
California
$14.9M -$2.75M -36,960 -16%
SCM
8
Steele Capital Management
Iowa
$14.8M +$115K +1,539 +0.8%
MTC
9
Matrix Trust Company
Colorado
$14.8M +$115K +1,539 +0.8%
UBS Group
10
UBS Group
Switzerland
$10.7M +$344K +4,623 +3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$10.4M -$109K -1,466 -1%
GC
12
Granville Capital
North Carolina
$9.62M +$270K +3,631 +3%
Raymond James Financial
13
Raymond James Financial
Florida
$8.6M -$142K -1,912 -2%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$8.02M -$18.6K -250 -0.2%
MGW
15
MB Generational Wealth
Washington
$6.8M -$85.3K -1,145 -1%
Wells Fargo
16
Wells Fargo
California
$6.63M -$4.77M -64,081 -43%
ASN
17
Advisory Services Network
Georgia
$4.8M +$215K +2,892 +5%
ACA
18
Aptus Capital Advisors
Alabama
$4.71M +$215K +2,883 +5%
IAG
19
Ipsen Advisor Group
Arkansas
$4.38M +$11.9K +160 +0.3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$4.05M +$40.3K +541 +1%
CPIG
21
Chicago Partners Investment Group
Illinois
$3.91M -$31.3K -420 -0.8%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$3.78M +$3.6M +48,303 New
KAS
23
Kestra Advisory Services
Texas
$3.65M +$23.8K +319 +0.7%
JP Morgan Chase
24
JP Morgan Chase
New York
$3.6M -$72.5K -974 -2%
RA
25
Rodgers & Associates
Pennsylvania
$3.19M -$84.7K -1,138 -3%