We are live on ! Find out more
ISCV icon

iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCG
51
Ruane, Cunniff & Goldfarb
New York
$333K +$350K +6,380 New
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$327K -$35.2K -642 -9%
SPC
53
Sigma Planning Corp
Michigan
$316K +$220 +4 +0.1%
HighTower Advisors
54
HighTower Advisors
Illinois
$309K +$9.94K +181 +3%
ATC
55
Argent Trust Co
Tennessee
$255K
MWP
56
Madison Wealth Partners
Wisconsin
$250K +$263K +4,783 New
CFGS
57
Concourse Financial Group Securities
Alabama
$237K -$18.9K -344 -7%
EH
58
Equitable Holdings
New York
$223K +$549 +10 +0.2%
TCA
59
Transcend Capital Advisors
New Jersey
$221K +$17.7K +323 +8%
GWM
60
Geneos Wealth Management
Colorado
$220K +$275 +5 +0.1%
Creative Planning
61
Creative Planning
Kansas
$213K -$9.39K -171 -4%
BC
62
Barrett & Company
Rhode Island
$201K +$55 +1 +0%
HI
63
Harbour Investments
Wisconsin
$196K
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$170K
Citigroup
65
Citigroup
New York
$153K +$109K +1,992 +214%
SCM
66
SevenOneSeven Capital Management
Pennsylvania
$139K
CSB
67
City State Bank
Iowa
$115K
PTC
68
Private Trust Company
Ohio
$97.7K
GFPC
69
Global Financial Private Client
Florida
$93.9K
Fidelity Investments
70
Fidelity Investments
Massachusetts
$65K -$769 -14 -1%
CIAS
71
Capital Investment Advisory Services
North Carolina
$62.6K
ASN
72
Advisory Services Network
Georgia
$59.7K
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$52K
LWANC
74
Laurel Wealth Advisors (North Carolina)
North Carolina
$43.8K
CMA
75
Cedar Mountain Advisors
Oregon
$43.4K