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iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$175K +$1.55K +33 +0.9%
OIA
52
OneDigital Investment Advisors
Kansas
$146K +$146K +3,102 New
PMFA
53
Plante Moran Financial Advisors
Michigan
$141K
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$108K +$25.7K +546 +31%
AAP
55
Arax Advisory Partners
Colorado
$100K -$17.9K -381 -15%
NFG
56
Next Financial Group
Texas
$68K
CPIG
57
Chicago Partners Investment Group
Illinois
$61K -$1.69M -35,967 -97%
CFD
58
Creative Financial Designs
Indiana
$60K -$3.67K -78 -6%
FCB
59
First Command Bank
Texas
$42K +$31.8K +675 +308%
FCFS
60
First Command Financial Services
Texas
$42K +$31.8K +675 +308%
TRCT
61
Tower Research Capital (TRC)
New York
$42K +$42.4K +900 New
UBS AM
62
UBS AM
Illinois
$39.6K
IWM
63
IHT Wealth Management
Illinois
$38K +$82.1K +1,743 +2,905%
TWA
64
TCI Wealth Advisors
Arizona
$33K -$1.55K -33 -4%
ASN
65
Advisory Services Network
Georgia
$30K -$26.6K -564 -47%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$28K
LCM
67
Liberty Capital Management
Michigan
$28K
TCOV
68
Trust Company of Vermont
Vermont
$24K
US Bancorp
69
US Bancorp
Minnesota
$23K +$2.4K +51 +12%
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$141 +3 +0.8%
IA
71
IFP Advisors
Florida
$17K -$12.7K -270 -42%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$17K -$1.55K -33 -8%
AssetMark Inc
73
AssetMark Inc
California
$13K
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12K
IF
75
Ironwood Financial
Arizona
$8K