We are live on ! Find out more
ISCV icon

iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
51
Equitable Holdings
New York
$250K +$353 +6 +0.1%
FCB
52
First Command Bank
Texas
$225K
FCFS
53
First Command Financial Services
Texas
$225K
NFG
54
Next Financial Group
Texas
$168K -$7.83K -133 -4%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$128K +$41.2K +700 +47%
GFPC
56
Global Financial Private Client
Florida
$107K
Citigroup
57
Citigroup
New York
$106K -$9.3K -158 -8%
AAP
58
Arax Advisory Partners
Colorado
$87K +$87.5K +1,486 New
CIAS
59
Capital Investment Advisory Services
North Carolina
$71K
TRCT
60
Tower Research Capital (TRC)
New York
$68K +$68.4K +1,162 New
Fidelity Investments
61
Fidelity Investments
Massachusetts
$65K -$13.4K -228 -17%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$59K
CMA
63
Cedar Mountain Advisors
Oregon
$49K
LWANC
64
Laurel Wealth Advisors (North Carolina)
North Carolina
$49K
SFPG
65
Stonebridge Financial Planning Group
Florida
$31K
US Bancorp
66
US Bancorp
Minnesota
$22K
HI
67
Harbour Investments
Wisconsin
$20K -$17.7K -300 -46%
PFGIA
68
Patriot Financial Group Insurance Agency
Massachusetts
$16K -$59 -1 -0.4%
KFI
69
Key Financial Inc
Pennsylvania
$16K
MWC
70
MBM Wealth Consultants
Missouri
$16K
RG
71
Retirement Group
California
$16K
OSAM
72
O'Shaughnessy Asset Management
Connecticut
$16K +$15.9K +270 New
William Blair & Company
73
William Blair & Company
Illinois
$15K
TAIM
74
TD Ameritrade Investment Management
Nebraska
$13K -$157K -2,673 -93%
SPIA
75
Steward Partners Investment Advisory
New York
$13K -$58.3K -990 -82%