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iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$250K
FCB
52
First Command Bank
Texas
$225K
FCFS
53
First Command Financial Services
Texas
$225K
RIA
54
Richwood Investment Advisors
Ohio
$224K
Stifel Financial
55
Stifel Financial
Missouri
$204K +$3.6K +62 +2%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$189K -$131K -2,253 -41%
TAIM
57
TD Ameritrade Investment Management
Nebraska
$164K
MCC
58
Money Concepts Capital
Florida
$147K +$6.4K +110 +5%
CSB
59
City State Bank
Iowa
$129K
GFPC
60
Global Financial Private Client
Florida
$106K
CIAS
61
Capital Investment Advisory Services
North Carolina
$71K -$18.5K -318 -21%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$69K -$34.9K -600 -34%
Citigroup
63
Citigroup
New York
$61K -$6.57K -113 -10%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$59K
CMA
65
Cedar Mountain Advisors
Oregon
$49K
LWANC
66
Laurel Wealth Advisors (North Carolina)
North Carolina
$49K
PFA
67
Professional Financial Advisors
Nebraska
$45K
PFS
68
Prospera Financial Services
Texas
$40K +$39.9K +687 New
RA
69
Rise Advisors
New York
$36K +$116 +2 +0.3%
RWA
70
RGT Wealth Advisors
Texas
$28K
AIC
71
Archer Investment Corporation
Indiana
$26.6K
MWC
72
MBM Wealth Consultants
Missouri
$16K
OSAM
73
O'Shaughnessy Asset Management
Connecticut
$16K
RG
74
Retirement Group
California
$16K
PFGIA
75
Patriot Financial Group Insurance Agency
Massachusetts
$16K +$58 +1 +0.4%