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iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$3.09M +$80.6K +1,082 +3%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.88M +$17.2K +231 +0.6%
EWA
28
EP Wealth Advisors
California
$2.77M +$129K +1,726 +5%
VCM
29
Viewpoint Capital Management
Washington
$2.72M -$793K -10,650 -23%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$2.71M -$9.46K -127 -0.4%
PCG
31
Prosperity Consulting Group
Maryland
$2.62M -$91.6K -1,230 -4%
HIP
32
HUB Investment Partners
Texas
$2.35M +$2.23M +30,000 New
PIA
33
Perennial Investment Advisors
California
$2.27M +$85.7K +1,151 +4%
TCRG
34
Twin Cities Retirement Group
Minnesota
$2.2M -$79.3K -1,065 -4%
IWM
35
IHT Wealth Management
Illinois
$1.79M -$807K -10,841 -32%
BDF
36
Black Diamond Financial
Maryland
$1.68M +$133K +1,783 +9%
DADC
37
D.A. Davidson & Co
Montana
$1.59M -$146K -1,960 -9%
SIA
38
SGL Investment Advisors
Montana
$1.46M +$151K +2,033 +13%
LI
39
LRI Investments
Florida
$1.41M
QCM
40
Quantinno Capital Management
New York
$1.32M +$737K +9,900 +142%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$1.32M
TRCT
42
Tower Research Capital (TRC)
New York
$1.19M +$712K +9,559 +171%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$1.11M +$9.53K +128 +0.9%
PIA
44
Panoramic Investment Advisors
Colorado
$1.07M +$3.95K +53 +0.4%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$997K -$28.6K -384 -3%
Jones Financial Companies
46
Jones Financial Companies
Missouri
$896K +$273K +3,671 +47%
KFI
47
Key Financial Inc
Pennsylvania
$862K -$1.42K -19 -0.2%
MFG
48
Merit Financial Group
Georgia
$827K +$85K +1,142 +12%
AHL
49
Abel Hall LLC
Louisiana
$797K +$26.4K +355 +4%
HAG
50
HighPoint Advisor Group
Illinois
$743K -$10.4K -140 -1%