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iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$52K – – –
Fidelity Investments
52
Fidelity Investments
Massachusetts
$49K +$4.01K +111 +9%
AAP
53
Arax Advisory Partners
Colorado
$47K – – –
FHA
54
Flagship Harbor Advisors
Massachusetts
$32K – – –
BAMG
55
Brand Asset Management Group
Missouri
$30K – – –
LWANC
56
Laurel Wealth Advisors (North Carolina)
North Carolina
$30K – – –
CMA
57
Cedar Mountain Advisors
Oregon
$29K – – –
PFA
58
Professional Financial Advisors
Nebraska
$28K +$27.4K +759 New
JP Morgan Chase
59
JP Morgan Chase
New York
$21K – – –
ASN
60
Advisory Services Network
Georgia
$21K +$21.4K +594 New
AIC
61
Archer Investment Corporation
Indiana
$16.6K – – –
US Bancorp
62
US Bancorp
Minnesota
$13K – – –
William Blair & Company
63
William Blair & Company
Illinois
$11K – – –
PFGIA
64
Patriot Financial Group Insurance Agency
Massachusetts
$10K – – –
RG
65
Retirement Group
California
$10K +$10.1K +279 New
PFBT
66
Parkside Financial Bank & Trust
Missouri
$9K – – –
TWA
67
TCI Wealth Advisors
Arizona
$9K – – –
AssetMark Inc
68
AssetMark Inc
California
$6K – – –
APA
69
American Portfolios Advisors
New York
$4.35K – – –
EAM
70
Eukles Asset Management
Ohio
$4K – – –
BlackRock
71
BlackRock
New York
$2K – – –
GRP
72
Global Retirement Partners
California
$1K – – –
FCH
73
Freestone Capital Holdings
Washington
$212 +$217 +6 New
Jane Street
74
Jane Street
New York
– -$298K -8,628 Closed
PAG
75
Private Advisor Group
New Jersey
– -$128K -3,708 Closed