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
$362K -$30.8K -490 -7%
EFS
52
Essex Financial Services
Connecticut
$356K
Osaic Holdings
53
Osaic Holdings
Arizona
$350K -$287K -4,556 -44%
Jones Financial Companies
54
Jones Financial Companies
Missouri
$347K +$60.8K +967 +20%
TCA
55
Transcend Capital Advisors
New Jersey
$340K
ADL
56
Asset Dedication LLC
California
$339K +$353K +5,611 +5,501%
TW
57
Towerpoint Wealth
California
$336K +$63 +1 +0%
SM
58
Sensible Money
Arizona
$333K +$1.51K +24 +0.4%
HighTower Advisors
59
HighTower Advisors
Illinois
$327K +$63 +1 +0%
MWP
60
Madison Wealth Partners
Wisconsin
$304K -$30.9K -491 -9%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$291K +$68.4K +1,087 +28%
ATC
62
Argent Trust Co
Tennessee
$290K
NS
63
NBC Securities
Alabama
$280K +$297K +4,721 +118,025%
GS
64
GWN Securities
Florida
$265K +$281K +4,473 New
AHL
65
Abel Hall LLC
Louisiana
$250K +$56.1K +892 +27%
Citigroup
66
Citigroup
New York
$249K -$103K -1,633 -28%
LSA
67
Lansing Street Advisors
Pennsylvania
$246K +$261K +4,155 New
Creative Planning
68
Creative Planning
Kansas
$244K +$126 +2 +0%
PWM
69
Perigon Wealth Management
California
$240K +$255K +4,051 New
UIM
70
Unified Investment Management
Georgia
$240K
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$234K +$15.5K +247 +7%
GFP
72
Gryphon Financial Partners
Ohio
$224K +$237K +3,772 New
RCM
73
RMR Capital Management
California
$219K
SF
74
Summit Financial
New Jersey
$218K +$231K +3,672 New
GWM
75
Geneos Wealth Management
Colorado
$217K