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iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
76
Rise Advisors
New York
$30K +$213 +4 +0.6%
AIC
77
Archer Investment Corporation
Indiana
$22.2K
RWA
78
RGT Wealth Advisors
Texas
$22K
RIA
79
Realta Investment Advisors
Delaware
$21K +$24K +450 New
HI
80
Harbour Investments
Wisconsin
$20K
OPW
81
Oxler Private Wealth
New York
$15.8K +$7.45K +140 New
KFI
82
Key Financial Inc
Pennsylvania
$14K
MWC
83
MBM Wealth Consultants
Missouri
$14K
OSAM
84
O'Shaughnessy Asset Management
Connecticut
$13K
SPIA
85
Steward Partners Investment Advisory
New York
$11K
SWM
86
Spire Wealth Management
Virginia
$10K
MIM
87
Macroview Investment Management
Maryland
$10K +$53 +1 +0.5%
ACA
88
Aptus Capital Advisors
Alabama
$9K
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$9K +$10.6K +200 New
AAP
90
Arax Advisory Partners
Colorado
$7K
EAM
91
Eukles Asset Management
Ohio
$6K
William Blair & Company
92
William Blair & Company
Illinois
$5K -$2.4K -45 -29%
AssetMark Inc
93
AssetMark Inc
California
$5K
PFBT
94
Parkside Financial Bank & Trust
Missouri
$3K
BlackRock
95
BlackRock
New York
$2K
GRP
96
Global Retirement Partners
California
$2K
OAM
97
Oak Asset Management
California
-$840K -16,702 Closed
OMC
98
Old Mission Capital
Illinois
-$364K -7,239 Closed
FCB
99
First Command Bank
Texas
-$193K -3,831 Closed
FCFS
100
First Command Financial Services
Texas
-$193K -3,831 Closed