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iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMP
26
Courage Miller Partners
Virginia
$995K -$44.4K -750 -4%
AW
27
ACG Wealth
Georgia
$950K +$1.66K +28 +0.2%
RJA
28
Raymond James & Associates
Florida
$877K +$20.9K +352 +2%
PSF
29
Pacific Sun Financial
California
$832K -$29.5K -498 -3%
TRCT
30
Tower Research Capital (TRC)
New York
$748K +$177K +2,993 +31%
TC
31
TAP Consulting
Missouri
$712K +$6.93K +117 +1%
Mariner
32
Mariner
Kansas
$691K
CA
33
Cetera Advisors
Colorado
$658K -$29.1K -491 -4%
Citadel Advisors
34
Citadel Advisors
Florida
$589K -$691K -11,670 -54%
Osaic Holdings
35
Osaic Holdings
Arizona
$585K -$74.5K -1,257 -11%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$547K -$23.2K -392 -4%
TW
37
Towerpoint Wealth
California
$509K
PK
38
Pflug Koory
Nebraska
$496K
LNC
39
Lincoln National Corp
Pennsylvania
$475K +$237 +4 +0.1%
SPC
40
Sigma Planning Corp
Michigan
$458K -$652 -11 -0.1%
LFAS
41
Level Four Advisory Services
Texas
$398K -$16.9K -285 -4%
CFGS
42
Concourse Financial Group Securities
Alabama
$346K -$4.62K -78 -1%
ATC
43
Argent Trust Co
Tennessee
$328K
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$325K +$324K +5,472 New
GWM
45
Geneos Wealth Management
Colorado
$261K
EH
46
Equitable Holdings
New York
$255K +$10.1K +171 +4%
Creative Planning
47
Creative Planning
Kansas
$253K
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$239K -$163K -2,759 -41%
FCFS
49
First Command Financial Services
Texas
$228K
RIA
50
Richwood Investment Advisors
Ohio
$226K +$226K +3,810 New