We are live on ! Find out more
ISCV icon

iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
51
Next Financial Group
Texas
$168K -$7.59K -144 -5%
TAIM
52
TD Ameritrade Investment Management
Nebraska
$135K
MCC
53
Money Concepts Capital
Florida
$126K
Citigroup
54
Citigroup
New York
$110K -$38.3K -726 -27%
GFPC
55
Global Financial Private Client
Florida
$103K
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$83K
AWG
57
Altus Wealth Group
Colorado
$78K +$139K +2,640 +200%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$75K -$475 -9 -0.7%
SPIA
59
Steward Partners Investment Advisory
New York
$68.2K +$63.9K +1,212 New
CIAS
60
Capital Investment Advisory Services
North Carolina
$68K
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$56K
BAMG
62
Brand Asset Management Group
Missouri
$47K
CMA
63
Cedar Mountain Advisors
Oregon
$47K
LWANC
64
Laurel Wealth Advisors (North Carolina)
North Carolina
$47K
HI
65
Harbour Investments
Wisconsin
$36K +$34.2K +648 New
SFPG
66
Stonebridge Financial Planning Group
Florida
$30K +$27.7K +525 New
AIC
67
Archer Investment Corporation
Indiana
$26.3K
US Bancorp
68
US Bancorp
Minnesota
$21K
KFI
69
Key Financial Inc
Pennsylvania
$16K
MWC
70
MBM Wealth Consultants
Missouri
$16K
RG
71
Retirement Group
California
$16K
PFGIA
72
Patriot Financial Group Insurance Agency
Massachusetts
$15K
William Blair & Company
73
William Blair & Company
Illinois
$15K
MIM
74
Macroview Investment Management
Maryland
$12K +$158 +3 +1%
AssetMark Inc
75
AssetMark Inc
California
$9K +$16.8K +318 +200%