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iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$44K -$28.2K -864 -40%
CIAS
52
Capital Investment Advisory Services
North Carolina
$42K
FHA
53
Flagship Harbor Advisors
Massachusetts
$32K
CMA
54
Cedar Mountain Advisors
Oregon
$29K -$3.24K -99 -11%
BAMG
55
Brand Asset Management Group
Missouri
$29K
LWANC
56
Laurel Wealth Advisors (North Carolina)
North Carolina
$29K
JP Morgan Chase
57
JP Morgan Chase
New York
$21K -$9.81K -300 -33%
AIC
58
Archer Investment Corporation
Indiana
$16.2K
US Bancorp
59
US Bancorp
Minnesota
$13K -$2.65K -81 -18%
William Blair & Company
60
William Blair & Company
Illinois
$11K -$1.47K -45 -13%
PFBT
61
Parkside Financial Bank & Trust
Missouri
$9K
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$9K
TWA
63
TCI Wealth Advisors
Arizona
$9K
AssetMark Inc
64
AssetMark Inc
California
$6K
APA
65
American Portfolios Advisors
New York
$4.25K +$4.02K +123 New
EAM
66
Eukles Asset Management
Ohio
$4K
BlackRock
67
BlackRock
New York
$2K
GRP
68
Global Retirement Partners
California
$1K
SPIA
69
Steward Partners Investment Advisory
New York
$1K
CCP
70
Cardan Capital Partners
Colorado
-$2.26M -79,320 Closed
FAAS
71
First Allied Advisory Services
California
-$623K -21,903 Closed
NFG
72
Next Financial Group
Texas
-$89K -3,138 Closed
ASN
73
Advisory Services Network
Georgia
-$28K -969 Closed
KFI
74
Key Financial Inc
Pennsylvania
-$8K -285 Closed
WQ
75
Wealth Quarterback
New Jersey
-$7.08K -249 Closed