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iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ECM
26
ETrade Capital Management
Virginia
$532K -$5.67K -114 -1%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$483K +$108K +2,169 +30%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$475K
LFAS
29
Level Four Advisory Services
Texas
$440K
MWAC
30
Mariner Wealth Advisors (Cincinnati)
Ohio
$402K
CA
31
Cetera Advisors
Colorado
$364K +$9.1K +183 +3%
FLI
32
Family Legacy Inc
South Carolina
$325K +$2.09K +42 +0.7%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$315K -$19.1K -384 -6%
SPC
34
Sigma Planning Corp
Michigan
$305K -$2.98K -60 -1%
AMG
35
Asset Management Group
Connecticut
$275K
GWM
36
Geneos Wealth Management
Colorado
$260K
CFA
37
Camarda Financial Advisors
Florida
$244K -$6.42K -129 -3%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$238K -$2.09K -42 -0.9%
MML Investors Services
39
MML Investors Services
Massachusetts
$231K -$44.2K -888 -16%
Stifel Financial
40
Stifel Financial
Missouri
$228K +$224K +4,509 New
Mariner
41
Mariner
Kansas
$226K
RJFSA
42
Raymond James Financial Services Advisors
Florida
$224K
Creative Planning
43
Creative Planning
Kansas
$217K +$213K +4,278 New
PCIA
44
Prime Capital Investment Advisors
Kansas
$183K
Citigroup
45
Citigroup
New York
$177K +$27.9K +561 +19%
BAMG
46
Brand Asset Management Group
Missouri
$159K +$156K +3,126 New
OIA
47
OneDigital Investment Advisors
Kansas
$146K -$8.66K -174 -6%
BCA
48
Bay Colony Advisors
Massachusetts
$138K +$135K +2,721 New
JP Morgan Chase
49
JP Morgan Chase
New York
$132K -$441K -8,871 -77%
PCG
50
Private Capital Group
Connecticut
$124K