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iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$2M -$309K -4,914 -13%
RA
27
Rodgers & Associates
Pennsylvania
$1.88M -$63K -1,001 -3%
IWM
28
IHT Wealth Management
Illinois
$1.6M -$5.22K -83 -0.3%
Two Sigma Investments
29
Two Sigma Investments
New York
$1.47M +$1.56M +24,800 New
MGW
30
MB Generational Wealth
Washington
$1.39M
KBFS
31
Kohmann Bosshard Financial Services
Ohio
$1.16M
DADC
32
D.A. Davidson & Co
Montana
$1.1M +$84.5K +1,343 +8%
LI
33
LRI Investments
Florida
$1.07M -$14.2K -225 -1%
Comerica Bank
34
Comerica Bank
Texas
$1.02M
BDF
35
Black Diamond Financial
Maryland
$939K +$277K +4,402 +38%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$864K -$14K -222 -2%
PIA
37
Panoramic Investment Advisors
Colorado
$816K +$3.27K +52 +0.4%
Mariner
38
Mariner
Kansas
$710K +$126 +2 +0%
JSA
39
Jim Saulnier & Associates
Colorado
$629K +$25.9K +412 +4%
Citadel Advisors
40
Citadel Advisors
Florida
$617K +$654K +10,404 New
CMP
41
Courage Miller Partners
Virginia
$607K -$8.49K -135 -1%
PSF
42
Pacific Sun Financial
California
$605K -$18.9K -300 -3%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$584K +$5.22K +83 +0.8%
MCCA
44
Mill Creek Capital Advisors
Pennsylvania
$559K
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$558K +$42.2K +671 +8%
MFG
46
Merit Financial Group
Georgia
$544K -$144K -2,287 -20%
KFI
47
Key Financial Inc
Pennsylvania
$509K +$5.66K +90 +1%
SPC
48
Sigma Planning Corp
Michigan
$418K +$163K +2,599 +58%
KFG
49
Kelly Financial Group
Connecticut
$394K +$418K +6,644 New
Stifel Financial
50
Stifel Financial
Missouri
$374K +$164K +2,607 +71%