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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
$41.6K +$27.5K +500 +168%
RA
77
Rise Advisors
New York
$32.8K +$220 +4 +0.6%
BAM
78
Belpointe Asset Management
Nevada
$31.3K
AF
79
Advisornet Financial
Minnesota
$24.6K +$25.9K +471 New
AIC
80
Archer Investment Corporation
Indiana
$24.4K
MWC
81
MBM Wealth Consultants
Missouri
$15K
RG
82
Retirement Group
California
$15K
OSAM
83
O'Shaughnessy Asset Management
Connecticut
$14.1K
VF
84
VitalStone Financial
Texas
$14K
NECFA
85
New England Capital Financial Advisors
Connecticut
$13.8K
SPIA
86
Steward Partners Investment Advisory
New York
$11.6K
MIM
87
Macroview Investment Management
Maryland
$11.5K +$55 +1 +0.5%
SWM
88
Spire Wealth Management
Virginia
$10.4K
ACA
89
Aptus Capital Advisors
Alabama
$9.39K +$9.88K +180 New
TAIM
90
TD Ameritrade Investment Management
Nebraska
$9K -$824 -15 -8%
AAP
91
Arax Advisory Partners
Colorado
$7.86K +$55 +1 +0.7%
EAM
92
Eukles Asset Management
Ohio
$6.1K
AssetMark Inc
93
AssetMark Inc
California
$5.84K -$494 -9 -7%
William Blair & Company
94
William Blair & Company
Illinois
$5.22K -$549 -10 -9%
PFBT
95
Parkside Financial Bank & Trust
Missouri
$3.76K
BlackRock
96
BlackRock
New York
$2.35K
GRP
97
Global Retirement Partners
California
$2.09K
RP
98
Rice Partnership
Hawaii
$1.04K +$1.1K +20 New
DAS
99
Dynamic Advisor Solutions
Arizona
-$464K -8,922 Closed
ICM
100
Intrepid Capital Management
Florida
-$229K -4,390 Closed