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iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
51
Next Financial Group
Texas
$158K -$4.79K -84 -3%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$124K +$114 +2 +0.1%
TAIM
53
TD Ameritrade Investment Management
Nebraska
$107K +$45.2K +793 +367%
GFPC
54
Global Financial Private Client
Florida
$104K
Fidelity Investments
55
Fidelity Investments
Massachusetts
$97K +$34.2K +600 +54%
Citigroup
56
Citigroup
New York
$80K -$22.3K -391 -22%
CIAS
57
Capital Investment Advisory Services
North Carolina
$68K
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$57K
LWANC
59
Laurel Wealth Advisors (North Carolina)
North Carolina
$48K
CMA
60
Cedar Mountain Advisors
Oregon
$47K
PFA
61
Professional Financial Advisors
Nebraska
$43K +$43.3K +759 New
AIC
62
Archer Investment Corporation
Indiana
$26.6K +$26.7K +468 New
FA
63
Flagstar Advisors
New York
$25K +$24.9K +437 New
US Bancorp
64
US Bancorp
Minnesota
$20K -$684 -12 -3%
HI
65
Harbour Investments
Wisconsin
$20K
KFI
66
Key Financial Inc
Pennsylvania
$16K
MWC
67
MBM Wealth Consultants
Missouri
$16K
RG
68
Retirement Group
California
$16K
OSAM
69
O'Shaughnessy Asset Management
Connecticut
$15K
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
$15K
SPIA
71
Steward Partners Investment Advisory
New York
$13K
SFPG
72
Stonebridge Financial Planning Group
Florida
$12K -$18.8K -330 -63%
William Blair & Company
73
William Blair & Company
Illinois
$12K -$3.14K -55 -21%
MIM
74
Macroview Investment Management
Maryland
$12K +$57 +1 +0.5%
AAP
75
Arax Advisory Partners
Colorado
$8K -$76.5K -1,341 -90%