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iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$991K +$114K +2,154 +14%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$958K -$22.8K -432 -2%
RJA
28
Raymond James & Associates
Florida
$876K +$135K +2,559 +20%
CWM
29
Connecticut Wealth Management
Connecticut
$749K +$114K +2,157 +28%
AW
30
ACG Wealth
Georgia
$708K -$176K -3,336 -21%
TC
31
TAP Consulting
Missouri
$670K -$50K -948 -7%
SFS
32
Sowell Financial Services
Arkansas
$607K +$1.61M +30,612 New
CA
33
Cetera Advisors
Colorado
$604K -$73.1K -1,386 -11%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$546K -$3.01K -57 -0.6%
Citadel Advisors
35
Citadel Advisors
Florida
$544K -$1.18M -22,305 -70%
TW
36
Towerpoint Wealth
California
$485K -$3.96K -75 -0.9%
PK
37
Pflug Koory
Nebraska
$470K
LNC
38
Lincoln National Corp
Pennsylvania
$447K -$16.1K -306 -4%
RCA
39
Resonant Capital Advisors
Wisconsin
$396K
LFAS
40
Level Four Advisory Services
Texas
$393K
HH
41
HWG Holdings
Texas
$351K +$329K +6,246 New
CFGS
42
Concourse Financial Group Securities
Alabama
$326K -$17.6K -333 -5%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$324K
BO
44
BRR OpCo
Ohio
$272K -$10.3K -195 -4%
GWM
45
Geneos Wealth Management
Colorado
$256K +$416K +7,887 +149%
Creative Planning
46
Creative Planning
Kansas
$239K -$31.6K -600 -12%
EH
47
Equitable Holdings
New York
$238K +$224K +4,239 New
FCB
48
First Command Bank
Texas
$215K +$4.27K +81 +2%
FCFS
49
First Command Financial Services
Texas
$215K +$4.27K +81 +2%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$200K -$1.77M -33,540 -90%