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iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
26
EP Wealth Advisors
California
$2.43M +$255K +3,918 +11%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$2.37M +$254K +3,900 +12%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.17M +$99.1K +1,520 +5%
RA
29
Rodgers & Associates
Pennsylvania
$2.07M +$27.6K +424 +1%
IWM
30
IHT Wealth Management
Illinois
$1.72M -$869K -13,337 -33%
MGW
31
MB Generational Wealth
Washington
$1.48M
KBFS
32
Kohmann Bosshard Financial Services
Ohio
$1.24M
LI
33
LRI Investments
Florida
$1.15M
Comerica Bank
34
Comerica Bank
Texas
$1.1M -$391 -6 -0%
DADC
35
D.A. Davidson & Co
Montana
$1.09M +$8.86K +136 +0.8%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$938K +$86.2K +1,322 +10%
PIA
37
Panoramic Investment Advisors
Colorado
$869K +$14.8K +227 +2%
Mariner
38
Mariner
Kansas
$759K -$283K -4,344 -27%
MFG
39
Merit Financial Group
Georgia
$726K -$112K -1,714 -13%
BDF
40
Black Diamond Financial
Maryland
$725K +$16.4K +252 +2%
PSF
41
Pacific Sun Financial
California
$666K -$30.2K -463 -4%
Osaic Holdings
42
Osaic Holdings
Arizona
$663K -$357K -5,480 -34%
CMP
43
Courage Miller Partners
Virginia
$657K -$2.61K -40 -0.4%
JSA
44
Jim Saulnier & Associates
Colorado
$646K +$138K +2,116 +26%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$619K +$49.9K +765 +9%
MCCA
46
Mill Creek Capital Advisors
Pennsylvania
$598K
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$554K -$47.6K -731 -8%
KFI
48
Key Financial Inc
Pennsylvania
$538K +$108K +1,660 +24%
BCP
49
Blackhawk Capital Partners
Wisconsin
$509K +$523K +8,028 New
OMC
50
Old Mission Capital
Illinois
$454K -$762K -11,696 -62%