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iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
MONECO Advisors
Connecticut
$353K
Citigroup
77
Citigroup
New York
$352K -$670 -9 -0.2%
NS
78
NBC Securities
Alabama
$350K -$1.94K -26 -0.6%
HI
79
Harbour Investments
Wisconsin
$349K
FFA
80
Farther Finance Advisors
California
$338K -$42.1K -565 -12%
IFG
81
Independent Financial Group
California
$309K +$22.9K +308 +8%
UIM
82
Unified Investment Management
Georgia
$308K -$8.64K -116 -3%
UBS AM
83
UBS AM
Illinois
$305K
KBFS
84
Kohmann Bosshard Financial Services
Ohio
$289K +$745 +10 +0.3%
NA
85
NewEdge Advisors
Louisiana
$280K -$5.29K -71 -2%
RCM
86
RMR Capital Management
California
$273K -$10.1K -135 -4%
VT
87
Vise Technologies
New York
$260K -$4.02K -54 -2%
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$256K -$1.86K -25 -0.8%
BC
89
Barrett & Company
Rhode Island
$247K
PAG
90
Private Advisor Group
New Jersey
$247K +$235K +3,152 New
Stifel Financial
91
Stifel Financial
Missouri
$238K +$298 +4 +0.1%
SAM
92
Smartleaf Asset Management
Massachusetts
$236K
WWM
93
Western Wealth Management
Colorado
$231K +$74 +1 +0%
WA
94
Waverly Advisors
Alabama
$229K
SF
95
Summit Financial
New Jersey
$222K +$211K +2,838 New
Jane Street
96
Jane Street
New York
$220K -$445K -5,974 -68%
RIA
97
Richwood Investment Advisors
Ohio
$217K +$207K +2,775 New
SFG
98
Sage Financial Group
Pennsylvania
$216K +$205K +2,758 New
PAS
99
Park Avenue Securities
New York
$212K +$202K +2,712 New
GWS
100
Greykasell Wealth Strategies
California
$200K +$819 +11 +0.4%