We are live on ! Find out more
ISCV icon

iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCB
51
First Command Bank
Texas
$218K
Stifel Financial
52
Stifel Financial
Missouri
$202K +$201K +3,397 New
NFG
53
Next Financial Group
Texas
$170K +$5.09K +86 +3%
TAIM
54
TD Ameritrade Investment Management
Nebraska
$166K +$105K +1,776 +176%
MCC
55
Money Concepts Capital
Florida
$142K +$142K +2,396 New
CSB
56
City State Bank
Iowa
$131K +$130K +2,196 New
GFPC
57
Global Financial Private Client
Florida
$107K
Fidelity Investments
58
Fidelity Investments
Massachusetts
$105K +$3.55K +60 +4%
CIAS
59
Capital Investment Advisory Services
North Carolina
$90K +$18.8K +318 +27%
S
60
Surevest
California
$79K +$78.5K +1,325 New
Citigroup
61
Citigroup
New York
$68K -$15.2K -257 -18%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$59K
LWANC
63
Laurel Wealth Advisors (North Carolina)
North Carolina
$50K
CMA
64
Cedar Mountain Advisors
Oregon
$49K
PFA
65
Professional Financial Advisors
Nebraska
$45K
RA
66
Rise Advisors
New York
$36.4K +$36.3K +612 New
RWA
67
RGT Wealth Advisors
Texas
$28K +$27.9K +471 New
AIC
68
Archer Investment Corporation
Indiana
$27.8K
US Bancorp
69
US Bancorp
Minnesota
$21K
MWC
70
MBM Wealth Consultants
Missouri
$17K
RG
71
Retirement Group
California
$17K
OSAM
72
O'Shaughnessy Asset Management
Connecticut
$16K
PFGIA
73
Patriot Financial Group Insurance Agency
Massachusetts
$16K
KFI
74
Key Financial Inc
Pennsylvania
$13K -$3.55K -60 -21%
SPIA
75
Steward Partners Investment Advisory
New York
$13K