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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
$603K -$159K -3,429 -19%
TW
27
Towerpoint Wealth
California
$514K +$580K +12,531 New
Mariner
28
Mariner
Kansas
$508K +$366K +7,917 +178%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$507K +$25.7K +555 +5%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$450K +$13.6K +294 +3%
FWM
31
Frontier Wealth Management
Missouri
$422K +$15.5K +336 +3%
ECM
32
ETrade Capital Management
Virginia
$418K +$11.2K +243 +2%
F
33
F3Logic
Minnesota
$383K +$5.41K +117 +1%
CA
34
Cetera Advisors
Colorado
$377K +$29.6K +639 +7%
IDA
35
Intelligence Driven Advisers
California
$342K +$386K +8,340 New
MML Investors Services
36
MML Investors Services
Massachusetts
$336K -$115K -2,490 -23%
LFAS
37
Level Four Advisory Services
Texas
$311K -$50.6K -1,095 -13%
SPC
38
Sigma Planning Corp
Michigan
$309K
FLI
39
Family Legacy Inc
South Carolina
$264K +$555 +12 +0.2%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$240K -$308K -6,654 -53%
NL
41
NWAM LLC
Washington
$234K -$280K -6,048 -51%
AMG
42
Asset Management Group
Connecticut
$219K -$5.13K -111 -2%
GWM
43
Geneos Wealth Management
Colorado
$209K
Fidelity Investments
44
Fidelity Investments
Massachusetts
$200K +$11.7K +252 +5%
CFA
45
Camarda Financial Advisors
Florida
$191K
CFGS
46
Concourse Financial Group Securities
Alabama
$183K +$206K +4,461 New
Citigroup
47
Citigroup
New York
$173K -$13.9K -300 -7%
NFG
48
Next Financial Group
Texas
$159K +$133K +2,880 +287%
BAMG
49
Brand Asset Management Group
Missouri
$128K
OIA
50
OneDigital Investment Advisors
Kansas
$103K -$9.02K -195 -7%