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iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
51
OneDigital Investment Advisors
Kansas
$148K -$3.24K -69 -2%
PMFA
52
Plante Moran Financial Advisors
Michigan
$147K
Citigroup
53
Citigroup
New York
$143K -$37.7K -804 -22%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$124K +$11.7K +249 +11%
IWM
55
IHT Wealth Management
Illinois
$84K -$4.08K -87 -5%
AAP
56
Arax Advisory Partners
Colorado
$75K -$27.4K -585 -28%
CFD
57
Creative Financial Designs
Indiana
$59K -$3.52K -75 -6%
FCB
58
First Command Bank
Texas
$44K
FCFS
59
First Command Financial Services
Texas
$44K
UBS AM
60
UBS AM
Illinois
$41.2K
TWA
61
TCI Wealth Advisors
Arizona
$34K
IA
62
IFP Advisors
Florida
$34K +$15.9K +339 +93%
ASN
63
Advisory Services Network
Georgia
$31K
LCM
64
Liberty Capital Management
Michigan
$30K
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$29K
TCOV
66
Trust Company of Vermont
Vermont
$24K
US Bancorp
67
US Bancorp
Minnesota
$24K
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20K +$7.32K +156 +61%
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$19K
AssetMark Inc
70
AssetMark Inc
California
$13K
IF
71
Ironwood Financial
Arizona
$8K
DBT
72
Dubuque Bank & Trust
Iowa
$8K +$7.32K +156 New
NFG
73
Next Financial Group
Texas
$7K -$61.8K -1,317 -91%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$5K -$13.2K -282 -75%
BlackRock
75
BlackRock
New York
$4K