We are live on ! Find out more
ISCV icon

iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$139K -$9.67K -195 -6%
PCG
52
Private Capital Group
Connecticut
$117K
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$102K
PFBT
54
Parkside Financial Bank & Trust
Missouri
$100K +$104K +2,091 New
SWP
55
Stratos Wealth Partners
Ohio
$96K +$34.4K +693 +53%
PMFA
56
Plante Moran Financial Advisors
Michigan
$93K -$52.1K -1,050 -35%
CFD
57
Creative Financial Designs
Indiana
$57K
FCFS
58
First Command Financial Services
Texas
$53K -$2.98K -60 -5%
FCB
59
First Command Bank
Texas
$52.6K -$2.98K -60 -5%
ASN
60
Advisory Services Network
Georgia
$42K
UBS AM
61
UBS AM
Illinois
$41.6K
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$33K
TWA
63
TCI Wealth Advisors
Arizona
$31K -$2.68K -54 -8%
SWM
64
SeaCrest Wealth Management
New York
$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 +$2.23K +45 +10%
William Blair & Company
68
William Blair & Company
Illinois
$23K +$23.8K +480 New
LFG
69
LifePlan Financial Group
Ohio
$20K +$20.8K +420 New
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18K
PFGIA
71
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$149 +3 +0.8%
RCAG
72
Rehmann Capital Advisory Group
Michigan
$18K +$18.6K +375 New
JA
73
JOYN Advisors
Georgia
$15K +$16.1K +324 New
AssetMark Inc
74
AssetMark Inc
California
$13K
KCPG
75
Kavar Capital Partners Group
Kansas
$12K +$12.5K +252 New