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iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
26
First Allied Advisory Services
California
$591K +$135K +2,883 +31%
Goldman Sachs
27
Goldman Sachs
New York
$581K +$26.9K +573 +5%
FIM
28
Freedom Investment Management
Connecticut
$558K +$27K +576 +5%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$527K +$141K +3,006 +39%
PAG
30
Private Advisor Group
New Jersey
$515K +$15.2K +324 +3%
CFA
31
Camarda Financial Advisors
Florida
$479K -$15.8K -336 -3%
MWAC
32
Mariner Wealth Advisors (Cincinnati)
Ohio
$435K
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$398K +$108K +2,292 +39%
CA
34
Cetera Advisors
Colorado
$342K +$7.6K +162 +2%
LFAS
35
Level Four Advisory Services
Texas
$339K
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$323K +$14.9K +318 +5%
SPC
37
Sigma Planning Corp
Michigan
$319K +$93.6K +1,995 +44%
OAM
38
Oppenheimer Asset Management
New York
$306K -$38.4K -819 -12%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$297K -$2.25K -48 -0.8%
SI
40
SII Investments
Wisconsin
$285K +$2.67K +57 +1%
NPC
41
National Planning Corporation
California
$276K +$563 +12 +0.2%
AMG
42
Asset Management Group
Connecticut
$262K +$1.13K +24 +0.5%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$261K +$250K +5,337 New
GWM
44
Geneos Wealth Management
Colorado
$250K -$35.2K -750 -13%
Mariner
45
Mariner
Kansas
$248K
Wolverine Trading
46
Wolverine Trading
Illinois
$240K +$231K +4,914 New
FA
47
FDx Advisors
Illinois
$221K -$26.2K -558 -11%
VFA
48
Voya Financial Advisors
Connecticut
$221K -$26.2K -558 -11%
MML Investors Services
49
MML Investors Services
Massachusetts
$203K -$590K -12,585 -75%
TH
50
Timber Hill
Connecticut
$202K -$289K -6,168 -60%