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iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFG
51
Kelly Financial Group
Connecticut
$478K +$66.3K +1,136 +17%
GWM
52
Geneos Wealth Management
Colorado
$445K +$210K +3,597 +98%
Citadel Advisors
53
Citadel Advisors
Florida
$442K -$187K -3,208 -31%
SPC
54
Sigma Planning Corp
Michigan
$433K
HighTower Advisors
55
HighTower Advisors
Illinois
$417K +$74.6K +1,279 +23%
RF
56
rebel Financial
Ohio
$392K +$372K +6,379 New
Jones Financial Companies
57
Jones Financial Companies
Missouri
$371K +$8.92K +153 +3%
EFS
58
Essex Financial Services
Connecticut
$369K
ADL
59
Asset Dedication LLC
California
$352K +$1.63K +28 +0.5%
TCA
60
Transcend Capital Advisors
New Jersey
$352K
TW
61
Towerpoint Wealth
California
$348K -$117 -2 -0%
SM
62
Sensible Money
Arizona
$346K +$1.63K +28 +0.5%
LSA
63
Lansing Street Advisors
Pennsylvania
$341K +$82K +1,406 +34%
MWP
64
Madison Wealth Partners
Wisconsin
$326K +$10.7K +184 +4%
MA
65
MONECO Advisors
Connecticut
$317K -$55.3K -949 -16%
GS
66
GWN Securities
Florida
$310K +$33K +565 +13%
Creative Planning
67
Creative Planning
Kansas
$304K +$49.1K +842 +20%
ATC
68
Argent Trust Co
Tennessee
$300K
NS
69
NBC Securities
Alabama
$290K +$583 +10 +0.2%
PWM
70
Perigon Wealth Management
California
$267K +$17.7K +304 +8%
Citigroup
71
Citigroup
New York
$265K +$7.23K +124 +3%
UIM
72
Unified Investment Management
Georgia
$248K
Fidelity Investments
73
Fidelity Investments
Massachusetts
$228K -$69.8K -1,196 -24%
SF
74
Summit Financial
New Jersey
$226K +$233 +4 +0.1%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$224K -$17.5K -300 -8%