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iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$2.91M +$13.2K +203 +0.5%
Goldman Sachs
27
Goldman Sachs
New York
$2.89M
PCG
28
Prosperity Consulting Group
Maryland
$2.66M -$275K -4,234 -10%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.32M -$47.6K -733 -2%
IWM
30
IHT Wealth Management
Illinois
$1.94M +$101K +1,555 +6%
PIA
31
Perennial Investment Advisors
California
$1.82M +$1.77M +27,242 New
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$1.54M -$422K -6,495 -22%
DADC
33
D.A. Davidson & Co
Montana
$1.37M +$84.1K +1,295 +7%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$1.21M -$1.76M -27,170 -60%
LI
35
LRI Investments
Florida
$1.2M
Comerica Bank
36
Comerica Bank
Texas
$1.14M -$39.8K -613 -3%
Mariner
37
Mariner
Kansas
$1.14M -$17.9K -276 -2%
EH
38
Equitable Holdings
New York
$1.07M +$1.04M +16,036 New
PIA
39
Panoramic Investment Advisors
Colorado
$896K +$4.03K +62 +0.5%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$853K -$92.7K -1,427 -10%
MOS
41
MGO One Seven
Ohio
$826K +$805K +12,399 New
SIA
42
SGL Investment Advisors
Montana
$779K +$765K +11,773 New
AHL
43
Abel Hall LLC
Louisiana
$712K +$1.95K +30 +0.3%
KFI
44
Key Financial Inc
Pennsylvania
$690K +$64K +985 +11%
PSF
45
Pacific Sun Financial
California
$668K -$11.7K -180 -2%
JSA
46
Jim Saulnier & Associates
Colorado
$650K -$21.2K -327 -3%
MCCA
47
Mill Creek Capital Advisors
Pennsylvania
$626K
MFG
48
Merit Financial Group
Georgia
$621K -$22.9K -353 -4%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$613K -$43.4K -668 -7%
CMP
50
Courage Miller Partners
Virginia
$578K -$79K -1,217 -12%