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iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMA
76
Cedar Mountain Advisors
Oregon
$43.3K – – –
PIMG
77
Patriot Investment Management Group
Tennessee
$33.8K +$31.3K +594 New
RA
78
Rise Advisors
New York
$32.5K +$211 +4 +0.6%
BAM
79
Belpointe Asset Management
Nevada
$31.2K +$31.6K +600 New
AIC
80
Archer Investment Corporation
Indiana
$24.4K – – –
NA
81
NewEdge Advisors
Louisiana
$23.7K +$24K +456 New
RIA
82
Realta Investment Advisors
Delaware
$23.4K – – –
RG
83
Retirement Group
California
$15K +$14.7K +279 New
NECFA
84
New England Capital Financial Advisors
Connecticut
$14.6K +$13.9K +264 New
KFI
85
Key Financial Inc
Pennsylvania
$14.1K – – –
OSAM
86
O'Shaughnessy Asset Management
Connecticut
$14.1K – – –
MWC
87
MBM Wealth Consultants
Missouri
$14K – – –
VF
88
VitalStone Financial
Texas
$12K +$12.1K +230 New
SPIA
89
Steward Partners Investment Advisory
New York
$11.6K – – –
MIM
90
Macroview Investment Management
Maryland
$11.4K +$105 +2 +0.9%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$10K – – –
SWM
92
Spire Wealth Management
Virginia
$10K – – –
TAIM
93
TD Ameritrade Investment Management
Nebraska
$9K -$123K -2,332 -93%
AAP
94
Arax Advisory Partners
Colorado
$7.8K +$105 +2 +1%
AssetMark Inc
95
AssetMark Inc
California
$6.3K +$474 +9 +8%
EAM
96
Eukles Asset Management
Ohio
$6K – – –
William Blair & Company
97
William Blair & Company
Illinois
$5.73K – – –
PFBT
98
Parkside Financial Bank & Trust
Missouri
$3.75K – – –
BlackRock
99
BlackRock
New York
$2.34K – – –
GRP
100
Global Retirement Partners
California
$2.19K – – –