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iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$2.67M -$482K -6,740 -15%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.54M +$129K +1,810 +5%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$2.41M -$110K -1,534 -4%
PCG
29
Prosperity Consulting Group
Maryland
$2.41M -$183K -2,561 -7%
IWM
30
IHT Wealth Management
Illinois
$2.34M -$10.2K -142 -0.4%
EWA
31
EP Wealth Advisors
California
$2.34M
TCRG
32
Twin Cities Retirement Group
Minnesota
$2.02M -$48.4K -677 -2%
PIA
33
Perennial Investment Advisors
California
$1.94M -$16.9K -237 -0.8%
DADC
34
D.A. Davidson & Co
Montana
$1.55M +$57.4K +803 +4%
EH
35
Equitable Holdings
New York
$1.42M +$60.3K +844 +4%
BDF
36
Black Diamond Financial
Maryland
$1.36M -$1.9M -26,608 -58%
LI
37
LRI Investments
Florida
$1.25M
SIA
38
SGL Investment Advisors
Montana
$1.19M +$153K +2,137 +15%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$1.17M +$1.2M +16,836 New
Mariner
40
Mariner
Kansas
$1.09M -$101K -1,418 -8%
MOS
41
MGO One Seven
Ohio
$1.08M +$106K +1,480 +11%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$972K -$14.9K -209 -1%
PIA
43
Panoramic Investment Advisors
Colorado
$943K +$3.36K +47 +0.3%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$911K +$22.4K +313 +2%
IAA
45
Independent Advisor Alliance
North Carolina
$882K +$908K +12,695 New
KFI
46
Key Financial Inc
Pennsylvania
$767K +$20.2K +282 +3%
JSA
47
Jim Saulnier & Associates
Colorado
$699K -$858 -12 -0.1%
AHL
48
Abel Hall LLC
Louisiana
$682K -$6.22K -87 -0.9%
HAG
49
HighPoint Advisor Group
Illinois
$669K -$55.3K -773 -7%
MFG
50
Merit Financial Group
Georgia
$654K +$2.57K +36 +0.4%