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iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$123K -$10.1K -195 -8%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$110K
PFBT
53
Parkside Financial Bank & Trust
Missouri
$107K
SWP
54
Stratos Wealth Partners
Ohio
$103K +$104K +2,007 New
PMFA
55
Plante Moran Financial Advisors
Michigan
$100K
AAP
56
Arax Advisory Partners
Colorado
$95K -$1.4K -27 -1%
FCB
57
First Command Bank
Texas
$73K
FCFS
58
First Command Financial Services
Texas
$73K
JA
59
JOYN Advisors
Georgia
$64K -$16.8K -324 -21%
CFD
60
Creative Financial Designs
Indiana
$61K
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$59K +$59K +1,137 New
NFG
62
Next Financial Group
Texas
$52K +$52.2K +1,005 New
FHA
63
Flagship Harbor Advisors
Massachusetts
$48K
UBS AM
64
UBS AM
Illinois
$44.7K
TRCT
65
Tower Research Capital (TRC)
New York
$42K -$1.03M -19,779 -96%
PFGIA
66
Patriot Financial Group Insurance Agency
Massachusetts
$34K +$34.1K +657 New
ASN
67
Advisory Services Network
Georgia
$32K -$12.6K -243 -28%
SWM
68
SeaCrest Wealth Management
New York
$32K
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$31K
US Bancorp
70
US Bancorp
Minnesota
$25K
William Blair & Company
71
William Blair & Company
Illinois
$25K
TCOV
72
Trust Company of Vermont
Vermont
$24K -$1.56K -30 -6%
LFG
73
LifePlan Financial Group
Ohio
$22K
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$21K +$16.2K +312 +335%
TWA
75
TCI Wealth Advisors
Arizona
$15K