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iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCG
51
Ruane, Cunniff & Goldfarb
New York
$345K
HighTower Advisors
52
HighTower Advisors
Illinois
$298K -$18.3K -355 -6%
MWP
53
Madison Wealth Partners
Wisconsin
$281K +$21.9K +426 +9%
ATC
54
Argent Trust Co
Tennessee
$264K
SPC
55
Sigma Planning Corp
Michigan
$241K -$82.9K -1,612 -27%
EH
56
Equitable Holdings
New York
$232K +$463 +9 +0.2%
TCA
57
Transcend Capital Advisors
New Jersey
$229K
BC
58
Barrett & Company
Rhode Island
$229K +$19.9K +387 +10%
Citigroup
59
Citigroup
New York
$224K +$62.9K +1,224 +42%
Creative Planning
60
Creative Planning
Kansas
$221K +$926 +18 +0.4%
DI
61
DFPG Investments
Utah
$221K +$199K +3,868 New
CFGS
62
Concourse Financial Group Securities
Alabama
$220K -$24.1K -468 -10%
GWM
63
Geneos Wealth Management
Colorado
$219K -$7.97K -155 -4%
RIA
64
Richwood Investment Advisors
Ohio
$206K +$196K +3,810 New
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$176K
HI
66
Harbour Investments
Wisconsin
$162K -$38.6K -750 -20%
SCM
67
SevenOneSeven Capital Management
Pennsylvania
$157K
CSB
68
City State Bank
Iowa
$119K
GFPC
69
Global Financial Private Client
Florida
$97.9K
PTC
70
Private Trust Company
Ohio
$76.2K -$23.8K -462 -25%
ICM
71
Intrepid Capital Management
Florida
$66.1K +$62.9K +1,224 New
CIAS
72
Capital Investment Advisory Services
North Carolina
$64.8K
LWANC
73
Laurel Wealth Advisors (North Carolina)
North Carolina
$45.4K
CMA
74
Cedar Mountain Advisors
Oregon
$44.9K
KFI
75
Key Financial Inc
Pennsylvania
$43.1K