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iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCB
51
First Command Bank
Texas
$149K +$8.37K +189 +6%
FCFS
52
First Command Financial Services
Texas
$149K +$8.37K +189 +6%
BAMG
53
Brand Asset Management Group
Missouri
$139K – – –
SPIA
54
Steward Partners Investment Advisory
New York
$132K +$130K +2,946 +16,367%
PCG
55
Private Capital Group
Connecticut
$110K +$797 +18 +0.7%
PMFA
56
Plante Moran Financial Advisors
Michigan
$87K – – –
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$85K – – –
AAP
58
Arax Advisory Partners
Colorado
$79K +$133 +3 +0.2%
JP Morgan Chase
59
JP Morgan Chase
New York
$54K – – –
RIA
60
Realta Investment Advisors
Delaware
$54K +$53.2K +1,200 New
FHA
61
Flagship Harbor Advisors
Massachusetts
$52K – – –
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$51K – – –
PFBT
63
Parkside Financial Bank & Trust
Missouri
$50K – – –
ASN
64
Advisory Services Network
Georgia
$44K – – –
UBS AM
65
UBS AM
Illinois
$37.6K – – –
LWANC
66
Laurel Wealth Advisors (North Carolina)
North Carolina
$37K – – –
PFGIA
67
Patriot Financial Group Insurance Agency
Massachusetts
$30K +$133 +3 +0.5%
CFGS
68
Concourse Financial Group Securities
Alabama
$27K -$163K -3,672 -86%
TCOV
69
Trust Company of Vermont
Vermont
$21K – – –
US Bancorp
70
US Bancorp
Minnesota
$20K – – –
William Blair & Company
71
William Blair & Company
Illinois
$19K -$1.33K -30 -7%
AssetMark Inc
72
AssetMark Inc
California
$10K – – –
TWA
73
TCI Wealth Advisors
Arizona
$10K – – –
IF
74
Ironwood Financial
Arizona
$8K – – –
EAM
75
Eukles Asset Management
Ohio
$5K – – –