We are live on ! Find out more
ISCV icon

iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$531K +$533K +11,313 New
FIM
27
Freedom Investment Management
Connecticut
$509K -$35K -744 -6%
TH
28
Timber Hill
Connecticut
$484K +$79.9K +1,698 +20%
CFA
29
Camarda Financial Advisors
Florida
$477K -$378K -8,037 -44%
PAG
30
Private Advisor Group
New Jersey
$474K +$26.6K +564 +6%
FAAS
31
First Allied Advisory Services
California
$432K +$71.2K +1,512 +20%
MWAC
32
Mariner Wealth Advisors (Cincinnati)
Ohio
$418K
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$365K +$39.7K +843 +12%
OAM
34
Oppenheimer Asset Management
New York
$333K -$141 -3 -0%
LFAS
35
Level Four Advisory Services
Texas
$327K
CA
36
Cetera Advisors
Colorado
$318K
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$295K -$9.04K -192 -3%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$288K -$10.9K -231 -4%
GWM
39
Geneos Wealth Management
Colorado
$275K
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$275K +$66K +1,401 +31%
SI
41
SII Investments
Wisconsin
$269K -$32.3K -687 -11%
NPC
42
National Planning Corporation
California
$268K +$24K +510 +10%
AMG
43
Asset Management Group
Connecticut
$250K -$12K -255 -5%
FLI
44
Family Legacy Inc
South Carolina
$247K +$20.3K +432 +9%
Mariner
45
Mariner
Kansas
$238K
FA
46
FDx Advisors
Illinois
$238K +$39K +828 +19%
VFA
47
Voya Financial Advisors
Connecticut
$238K +$39K +828 +19%
SPC
48
Sigma Planning Corp
Michigan
$213K -$7.63K -162 -3%
EDRH
49
Edmond de Rothschild Holding
Switzerland
$189K
Creative Planning
50
Creative Planning
Kansas
$181K +$2.83K +60 +2%