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iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
26
Kohmann Bosshard Financial Services
Ohio
$1.1M
CA
27
Cetera Advisors
Colorado
$1.1M -$26.9K -524 -3%
DADC
28
D.A. Davidson & Co
Montana
$992K +$463 +9 +0%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$955K -$214K -4,158 -19%
MHS
30
M Holdings Securities
Oregon
$901K -$168K -3,270 -16%
JCIA
31
Jackson Creek Investment Advisors
Colorado
$891K +$7.1K +138 +0.7%
MA
32
MONECO Advisors
Connecticut
$839K +$71.2K +1,384 +10%
RJA
33
Raymond James & Associates
Florida
$802K -$54.8K -1,065 -7%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$755K -$1.13K -22 -0.2%
PSF
35
Pacific Sun Financial
California
$686K +$676K +13,142 New
Mariner
36
Mariner
Kansas
$649K +$9.1K +177 +1%
CMP
37
Courage Miller Partners
Virginia
$636K -$669 -13 -0.1%
TRCT
38
Tower Research Capital (TRC)
New York
$634K +$168K +3,275 +39%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$606K -$220K -4,286 -28%
Osaic Holdings
40
Osaic Holdings
Arizona
$602K +$33.4K +649 +6%
PIA
41
Perennial Investment Advisors
California
$591K -$217K -4,210 -28%
BDF
42
Black Diamond Financial
Maryland
$531K +$2.21K +43 +0.4%
MCCA
43
Mill Creek Capital Advisors
Pennsylvania
$510K
TW
44
Towerpoint Wealth
California
$462K +$514 +10 +0.1%
JP Morgan Chase
45
JP Morgan Chase
New York
$451K -$443K -8,614 -51%
MFG
46
Merit Financial Group
Georgia
$427K +$10.1K +197 +3%
LNC
47
Lincoln National Corp
Pennsylvania
$416K -$28.1K -546 -7%
CAN
48
Cetera Advisor Networks
California
$362K -$93K -1,808 -21%
LFAS
49
Level Four Advisory Services
Texas
$362K
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$347K +$8.85K +172 +3%