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iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFI
76
Key Financial Inc
Pennsylvania
$15K +$3.95K +72 +32%
MWC
77
MBM Wealth Consultants
Missouri
$14K – – –
OSAM
78
O'Shaughnessy Asset Management
Connecticut
$14K – – –
PFGIA
79
Patriot Financial Group Insurance Agency
Massachusetts
$14K – – –
RG
80
Retirement Group
California
$14K – – –
SPIA
81
Steward Partners Investment Advisory
New York
$11K – – –
MIM
82
Macroview Investment Management
Maryland
$11K +$55 +1 +0.5%
SWM
83
Spire Wealth Management
Virginia
$10K – – –
GFP
84
Gryphon Financial Partners
Ohio
$10K +$11.2K +204 New
ACA
85
Aptus Capital Advisors
Alabama
$9K +$9.87K +180 New
William Blair & Company
86
William Blair & Company
Illinois
$8K -$822 -15 -9%
AAP
87
Arax Advisory Partners
Colorado
$7K +$55 +1 +0.7%
AssetMark Inc
88
AssetMark Inc
California
$6K – – –
EAM
89
Eukles Asset Management
Ohio
$6K – – –
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$6K +$986 +18 +16%
Bessemer Group
91
Bessemer Group
New Jersey
$4K – – –
PFBT
92
Parkside Financial Bank & Trust
Missouri
$4K – – –
BlackRock
93
BlackRock
New York
$2K – – –
GRP
94
Global Retirement Partners
California
$2K – – –
CIC
95
Cornercap Investment Counsel
Georgia
– -$4.28M -72,818 Closed
Jane Street
96
Jane Street
New York
– -$596K -10,147 Closed
PK
97
Pflug Koory
Nebraska
– -$491K -8,349 Closed
Citadel Advisors
98
Citadel Advisors
Florida
– -$447K -7,601 Closed
TC
99
TAP Consulting
Missouri
– -$306K -5,202 Closed
RIA
100
Richwood Investment Advisors
Ohio
– -$224K -3,810 Closed