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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