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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
$492K +$1.41K +39 +0.3%
RJA
27
Raymond James & Associates
Florida
$481K -$21.4K -594 -4%
CA
28
Cetera Advisors
Colorado
$475K +$11.4K +315 +2%
TC
29
TAP Consulting
Missouri
$468K -$37K -1,026 -7%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$422K -$22.4K -621 -5%
F
31
F3Logic
Minnesota
$346K +$2.49K +69 +0.7%
TW
32
Towerpoint Wealth
California
$343K -$87.4K -2,421 -20%
Goldman Sachs
33
Goldman Sachs
New York
$343K +$350K +9,711 New
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$324K
PK
35
Pflug Koory
Nebraska
$295K
LNC
36
Lincoln National Corp
Pennsylvania
$292K +$11.7K +324 +4%
RCA
37
Resonant Capital Advisors
Wisconsin
$248K +$253K +7,008 New
LFAS
38
Level Four Advisory Services
Texas
$247K
CWM
39
Connecticut Wealth Management
Connecticut
$208K -$239K -6,612 -53%
CFGS
40
Concourse Financial Group Securities
Alabama
$204K +$15.1K +417 +8%
GWM
41
Geneos Wealth Management
Colorado
$151K
FCB
42
First Command Bank
Texas
$133K -$40.1K -1,110 -23%
FCFS
43
First Command Financial Services
Texas
$133K -$40.1K -1,110 -23%
BBHC
44
Brown Brothers Harriman & Co
New York
$133K
NFG
45
Next Financial Group
Texas
$111K +$113K +3,138 New
TAIM
46
TD Ameritrade Investment Management
Nebraska
$107K +$1.19K +33 +1%
Citigroup
47
Citigroup
New York
$91K -$291K -8,073 -76%
PCG
48
Private Capital Group
Connecticut
$67K -$27.1K -750 -28%
GFPC
49
Global Financial Private Client
Florida
$64.3K
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$54K