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iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$265K -$15.6K -390 -6%
CA
27
Cetera Advisors
Colorado
$257K +$249K +6,222 New
VF
28
Virtu Financial
New York
$247K +$240K +6,000 New
Creative Planning
29
Creative Planning
Kansas
$236K +$29.7K +741 +15%
SI
30
SII Investments
Wisconsin
$229K
CWM
31
Concert Wealth Management
California
$203K -$25.3K -630 -11%
Citigroup
32
Citigroup
New York
$189K -$8.54K -213 -4%
MFS
33
MSI Financial Services
Massachusetts
$183K -$9.5K -237 -5%
PMFA
34
Plante Moran Financial Advisors
Michigan
$123K
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$79K -$39.8K -993 -34%
ECM
36
Exchange Capital Management
Michigan
$73K +$71.1K +1,773 New
JA
37
JOYN Advisors
Georgia
$65K
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$64K
TWM
39
Torch Wealth Management
Ohio
$49K +$48.1K +1,200 New
Barclays
40
Barclays
United Kingdom
$43K
PP
41
Palladium Partners
Virginia
$29K +$28.1K +702 New
LFG
42
LifePlan Financial Group
Ohio
$17K +$16.8K +420 New
WA
43
WFG Advisors
Texas
$15K +$6.13K +153 +75%
MWP
44
MYCIO Wealth Partners
Pennsylvania
$8K
DBT
45
Dubuque Bank & Trust
Iowa
$7K +$7.21K +180 New
TAIM
46
TD Ameritrade Investment Management
Nebraska
$3K
MWM
47
Merriman Wealth Management
Washington
-$7.36M -183,684 Closed
ASN
48
Advisory Services Network
Georgia
-$24K -606 Closed