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iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCCA
51
Mill Creek Capital Advisors
Pennsylvania
$653K
PSF
52
Pacific Sun Financial
California
$648K -$17.2K -240 -3%
Jane Street
53
Jane Street
New York
$610K +$628K +8,778 New
KFG
54
Kelly Financial Group
Connecticut
$597K +$68.8K +962 +13%
CMP
55
Courage Miller Partners
Virginia
$540K -$4K -56 -0.7%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$528K +$82.8K +1,158 +18%
GWM
57
Geneos Wealth Management
Colorado
$504K
QCM
58
Quantinno Capital Management
New York
$483K
HighTower Advisors
59
HighTower Advisors
Illinois
$476K +$29K +405 +6%
MWP
60
Madison Wealth Partners
Wisconsin
$463K +$57.2K +800 +14%
NWA
61
Northwest Wealth Advisors
Washington
$458K +$1.43K +20 +0.3%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$455K -$271K -3,784 -37%
RF
63
rebel Financial
Ohio
$453K -$19.5K -273 -4%
EFS
64
Essex Financial Services
Connecticut
$406K
ADL
65
Asset Dedication LLC
California
$405K +$1.57K +22 +0.4%
SM
66
Sensible Money
Arizona
$398K +$1.57K +22 +0.4%
TRCT
67
Tower Research Capital (TRC)
New York
$389K +$400K +5,591 New
GS
68
GWN Securities
Florida
$385K +$13.2K +184 +3%
JAWA
69
John A. Wolfe & Associates
Michigan
$356K +$1K +14 +0.3%
TW
70
Towerpoint Wealth
California
$348K -$62.5K -874 -15%
Creative Planning
71
Creative Planning
Kansas
$345K +$71 +1 +0%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$341K +$87.4K +1,222 +33%
FFA
73
Farther Finance Advisors
California
$341K +$246K +3,446 +239%
ATC
74
Argent Trust Co
Tennessee
$340K
Osaic Holdings
75
Osaic Holdings
Arizona
$340K +$72.2K +1,010 +26%