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iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
51
Equitable Holdings
New York
$215K +$384 +7 +0.2%
GWM
52
Geneos Wealth Management
Colorado
$214K -$11K -201 -5%
Creative Planning
53
Creative Planning
Kansas
$214K
FCB
54
First Command Bank
Texas
$193K
FCFS
55
First Command Financial Services
Texas
$193K
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$164K +$1.81K +33 +1%
MCC
57
Money Concepts Capital
Florida
$135K +$7.45K +136 +5%
TAIM
58
TD Ameritrade Investment Management
Nebraska
$127K -$14.9K -271 -10%
PTC
59
Private Trust Company
Ohio
$126K +$137K +2,497 New
CSB
60
City State Bank
Iowa
$110K
GFPC
61
Global Financial Private Client
Florida
$91.9K
Fidelity Investments
62
Fidelity Investments
Massachusetts
$68K +$10.4K +189 +16%
CIAS
63
Capital Investment Advisory Services
North Carolina
$60K
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$50K
SWM
65
SeaCrest Wealth Management
New York
$46K +$49.7K +907 New
HWA
66
Heritage Wealth Advisors
Virginia
$43K +$47.3K +863 New
Citigroup
67
Citigroup
New York
$42K -$11K -200 -19%
CMA
68
Cedar Mountain Advisors
Oregon
$42K
LWANC
69
Laurel Wealth Advisors (North Carolina)
North Carolina
$42K
PFA
70
Professional Financial Advisors
Nebraska
$38K
RA
71
Rise Advisors
New York
$31K +$164 +3 +0.5%
RWA
72
RGT Wealth Advisors
Texas
$24K
AIC
73
Archer Investment Corporation
Indiana
$23.5K
PFS
74
Prospera Financial Services
Texas
$23K -$13K -237 -34%
HI
75
Harbour Investments
Wisconsin
$20K +$21.9K +400 New