We are live on ! Find out more
ISCV icon

iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
51
MONECO Advisors
Connecticut
$390K -$61 -1 -0%
EFS
52
Essex Financial Services
Connecticut
$380K
Citigroup
53
Citigroup
New York
$379K
TCA
54
Transcend Capital Advisors
New Jersey
$374K -$1.41K -23 -0.4%
TW
55
Towerpoint Wealth
California
$360K -$490 -8 -0.1%
MWP
56
Madison Wealth Partners
Wisconsin
$355K
SM
57
Sensible Money
Arizona
$352K
HighTower Advisors
58
HighTower Advisors
Illinois
$349K -$2.08K -34 -0.6%
ATC
59
Argent Trust Co
Tennessee
$310K
NS
60
NBC Securities
Alabama
$301K -$5.57K -91 -2%
Jane Street
61
Jane Street
New York
$293K -$29.9K -489 -10%
SPC
62
Sigma Planning Corp
Michigan
$283K
PIA
63
Perennial Investment Advisors
California
$278K -$50.9K -831 -16%
PAG
64
Private Advisor Group
New Jersey
$272K +$31.4K +513 +14%
Creative Planning
65
Creative Planning
Kansas
$261K +$122 +2 +0%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$261K -$599K -9,795 -70%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$253K -$29.7K -486 -11%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$235K
RCM
69
RMR Capital Management
California
$235K +$2.08K +34 +0.9%
GWM
70
Geneos Wealth Management
Colorado
$232K
ATS
71
Ashton Thomas Securities
New York
$232K +$67.3K +1,100 +43%
Corient Private Wealth
72
Corient Private Wealth
Florida
$217K -$1.16M -18,970 -85%
SFG
73
Sage Financial Group
Pennsylvania
$217K +$209K +3,413 New
BC
74
Barrett & Company
Rhode Island
$208K +$11.2K +183 +6%
EH
75
Equitable Holdings
New York
$205K +$198K +3,229 New