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iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCG
51
Private Capital Group
Connecticut
$100K
PFBT
52
Parkside Financial Bank & Trust
Missouri
$86K
JP Morgan Chase
53
JP Morgan Chase
New York
$84K -$16K -345 -14%
PMFA
54
Plante Moran Financial Advisors
Michigan
$83K +$2.77K +60 +3%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$78K -$11.2K -243 -11%
AAP
56
Arax Advisory Partners
Colorado
$72K -$5.13K -111 -6%
JA
57
JOYN Advisors
Georgia
$51K
FCB
58
First Command Bank
Texas
$50K -$9.71K -210 -15%
FCFS
59
First Command Financial Services
Texas
$50K -$9.71K -210 -15%
CFD
60
Creative Financial Designs
Indiana
$49K
FHA
61
Flagship Harbor Advisors
Massachusetts
$48K +$10.4K +225 +24%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$47K
UBS AM
63
UBS AM
Illinois
$34.6K -$1.39K -30 -3%
LWANC
64
Laurel Wealth Advisors (North Carolina)
North Carolina
$34K +$38.8K +840 New
PFGIA
65
Patriot Financial Group Insurance Agency
Massachusetts
$27K +$139 +3 +0.5%
ASN
66
Advisory Services Network
Georgia
$26K
SWM
67
SeaCrest Wealth Management
New York
$26K
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$25K
William Blair & Company
69
William Blair & Company
Illinois
$23K
TCOV
70
Trust Company of Vermont
Vermont
$19K
US Bancorp
71
US Bancorp
Minnesota
$18K -$2.08K -45 -9%
LFG
72
LifePlan Financial Group
Ohio
$17K
AssetMark Inc
73
AssetMark Inc
California
$11K
TWA
74
TCI Wealth Advisors
Arizona
$9K -$2.77K -60 -21%
IF
75
Ironwood Financial
Arizona
$7K