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iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$590K +$41.6K +843 +8%
FIM
27
Freedom Investment Management
Connecticut
$509K -$68.7K -1,392 -12%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$448K +$137K +2,769 +46%
LFAS
29
Level Four Advisory Services
Texas
$440K +$85.2K +1,725 +25%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$435K +$21K +426 +5%
MWAC
31
Mariner Wealth Advisors (Cincinnati)
Ohio
$402K -$48.9K -990 -11%
TRCT
32
Tower Research Capital (TRC)
New York
$371K +$361K +7,308 New
CA
33
Cetera Advisors
Colorado
$355K
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$345K +$8.89K +180 +3%
LNC
35
Lincoln National Corp
Pennsylvania
$307K +$298K +6,042 New
OAM
36
Oppenheimer Asset Management
New York
$306K
CFA
37
Camarda Financial Advisors
Florida
$293K -$199K -4,029 -41%
FLI
38
Family Legacy Inc
South Carolina
$290K +$282K +5,709 New
SPC
39
Sigma Planning Corp
Michigan
$289K -$41.3K -837 -13%
AMG
40
Asset Management Group
Connecticut
$274K +$2.07K +42 +0.8%
GWM
41
Geneos Wealth Management
Colorado
$260K +$741 +15 +0.3%
MML Investors Services
42
MML Investors Services
Massachusetts
$259K +$46.2K +936 +23%
Mariner
43
Mariner
Kansas
$257K
PAG
44
Private Advisor Group
New Jersey
$237K -$290K -5,877 -56%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$230K -$39.4K -798 -15%
IWM
46
IHT Wealth Management
Illinois
$196K +$104K +2,100 +122%
PCIA
47
Prime Capital Investment Advisors
Kansas
$183K +$178K +3,600 New
Citigroup
48
Citigroup
New York
$158K +$9.63K +195 +7%
OIA
49
OneDigital Investment Advisors
Kansas
$154K +$444 +9 +0.3%
PMFA
50
Plante Moran Financial Advisors
Michigan
$152K