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iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
51
MONECO Advisors
Connecticut
$418K +$29.3K +450 +7%
RCG
52
Ruane, Cunniff & Goldfarb
New York
$405K
EFS
53
Essex Financial Services
Connecticut
$381K
Citigroup
54
Citigroup
New York
$370K -$9.32K -143 -2%
TCA
55
Transcend Capital Advisors
New Jersey
$363K -$10.6K -163 -3%
TW
56
Towerpoint Wealth
California
$359K
MWP
57
Madison Wealth Partners
Wisconsin
$356K +$1.76K +27 +0.5%
SM
58
Sensible Money
Arizona
$354K +$3.19K +49 +0.9%
HighTower Advisors
59
HighTower Advisors
Illinois
$350K +$196 +3 +0.1%
Jones Financial Companies
60
Jones Financial Companies
Missouri
$311K +$192K +2,945 +151%
ATC
61
Argent Trust Co
Tennessee
$310K
AWM
62
Axxcess Wealth Management
California
$305K +$314K +4,812 New
SPC
63
Sigma Planning Corp
Michigan
$282K
PIA
64
Perennial Investment Advisors
California
$275K -$2.67K -41 -0.9%
Creative Planning
65
Creative Planning
Kansas
$261K +$130 +2 +0%
UIM
66
Unified Investment Management
Georgia
$257K +$264K +4,047 New
MML Investors Services
67
MML Investors Services
Massachusetts
$245K +$251K +3,858 New
Fidelity Investments
68
Fidelity Investments
Massachusetts
$242K -$11.4K -175 -4%
RCM
69
RMR Capital Management
California
$235K
Stifel Financial
70
Stifel Financial
Missouri
$234K +$241K +3,691 New
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$234K
GWM
72
Geneos Wealth Management
Colorado
$232K
SFG
73
Sage Financial Group
Pennsylvania
$216K
Corient Private Wealth
74
Corient Private Wealth
Florida
$211K -$5.87K -90 -3%
AHL
75
Abel Hall LLC
Louisiana
$210K +$216K +3,316 New