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iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFA
51
Edge Financial Advisors
Illinois
$529K +$516K +7,939 New
KFG
52
Kelly Financial Group
Connecticut
$508K -$10.1K -156 -2%
GWM
53
Geneos Wealth Management
Colorado
$483K
QCM
54
Quantinno Capital Management
New York
$463K +$451K +6,950 New
RF
55
rebel Financial
Ohio
$438K -$414K -6,379 Closed
HighTower Advisors
56
HighTower Advisors
Illinois
$431K -$21K -324 -5%
Jones Financial Companies
57
Jones Financial Companies
Missouri
$403K +$1.36K +21 +0.3%
EFS
58
Essex Financial Services
Connecticut
$390K -$10.1K -156 -3%
MWP
59
Madison Wealth Partners
Wisconsin
$388K +$33.8K +521 +10%
ADL
60
Asset Dedication LLC
California
$385K +$1.95K +30 +0.5%
TCA
61
Transcend Capital Advisors
New Jersey
$382K
SM
62
Sensible Money
Arizona
$378K +$1.95K +30 +0.5%
TW
63
Towerpoint Wealth
California
$376K -$1.23K -19 -0.3%
GS
64
GWN Securities
Florida
$351K +$13.7K +211 +4%
Osaic Holdings
65
Osaic Holdings
Arizona
$337K -$269K -4,145 -45%
MA
66
MONECO Advisors
Connecticut
$336K -$7.47K -115 -2%
Creative Planning
67
Creative Planning
Kansas
$330K +$130 +2 +0%
ATC
68
Argent Trust Co
Tennessee
$326K
LSA
69
Lansing Street Advisors
Pennsylvania
$324K -$45.2K -696 -13%
NS
70
NBC Securities
Alabama
$311K -$4.09K -63 -1%
Citigroup
71
Citigroup
New York
$286K -$1.88K -29 -0.7%
UIM
72
Unified Investment Management
Georgia
$270K
KBFS
73
Kohmann Bosshard Financial Services
Ohio
$245K -$1.03M -15,825 -81%
NA
74
NewEdge Advisors
Louisiana
$244K +$238K +3,666 New
RCM
75
RMR Capital Management
California
$241K +$235K +3,621 New