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iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$109K
PFBT
52
Parkside Financial Bank & Trust
Missouri
$106K
PMFA
53
Plante Moran Financial Advisors
Michigan
$99K
AAP
54
Arax Advisory Partners
Colorado
$96K +$90K +1,809 +2,233%
JA
55
JOYN Advisors
Georgia
$80K +$62.2K +1,251 +386%
FCB
56
First Command Bank
Texas
$72K +$16K +321 +29%
FCFS
57
First Command Financial Services
Texas
$72K +$16K +321 +29%
CFD
58
Creative Financial Designs
Indiana
$61K
FHA
59
Flagship Harbor Advisors
Massachusetts
$48K +$47K +945 New
ASN
60
Advisory Services Network
Georgia
$45K
UBS AM
61
UBS AM
Illinois
$44.4K
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$35K
SWM
63
SeaCrest Wealth Management
New York
$32K
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$30K
TCOV
65
Trust Company of Vermont
Vermont
$25K
US Bancorp
66
US Bancorp
Minnesota
$25K
William Blair & Company
67
William Blair & Company
Illinois
$24K
LFG
68
LifePlan Financial Group
Ohio
$21K
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19K
TWA
70
TCI Wealth Advisors
Arizona
$15K -$17.9K -360 -56%
AssetMark Inc
71
AssetMark Inc
California
$14K
KCPG
72
Kavar Capital Partners Group
Kansas
$13K
GFP
73
Gryphon Financial Partners
Ohio
$11K
IF
74
Ironwood Financial
Arizona
$9K
IA
75
IFP Advisors
Florida
$8K