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iShares Morningstar Small-Cap Value ETF
ISCV

Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
76
City State Bank
Iowa
$130K – – –
CFGS
77
Concourse Financial Group Securities
Alabama
$120K -$94.1K -1,780 -47%
SAM
78
Smartleaf Asset Management
Massachusetts
$110K +$96.8K +1,831 New
GFPC
79
Global Financial Private Client
Florida
$107K – – –
PTC
80
Private Trust Company
Ohio
$83.2K – – –
CIAS
81
Capital Investment Advisory Services
North Carolina
$71.1K – – –
HIA
82
Harbor Investment Advisory
Maryland
$68.4K +$61.1K +1,155 New
BC
83
Bartlett & Co
Ohio
$53K +$46.6K +882 New
BCWM
84
Bartlett & Co Wealth Management
Ohio
$52.9K +$46.6K +882 New
LWANC
85
Laurel Wealth Advisors (North Carolina)
North Carolina
$49.7K – – –
CMA
86
Cedar Mountain Advisors
Oregon
$49.2K – – –
KFI
87
Key Financial Inc
Pennsylvania
$47.2K – – –
TRCT
88
Tower Research Capital (TRC)
New York
$40.4K -$699K -13,229 -95%
RA
89
Rise Advisors
New York
$37.9K +$476 +9 +1%
ASN
90
Advisory Services Network
Georgia
$35.2K +$31.4K +594 New
PS
91
Principal Securities
Iowa
$29.6K +$26.4K +500 New
AF
92
Advisornet Financial
Minnesota
$28.3K +$317 +6 +1%
AIC
93
Archer Investment Corporation
Indiana
$27.7K – – –
SS
94
Sunbelt Securities
Texas
$25.7K – – –
DJSG
95
D.J. St. Germain
Massachusetts
$20.8K – – –
RG
96
Retirement Group
California
$16.5K – – –
OSAM
97
O'Shaughnessy Asset Management
Connecticut
$16K – – –
NECFA
98
New England Capital Financial Advisors
Connecticut
$15.6K – – –
SPIA
99
Steward Partners Investment Advisory
New York
$13.1K – – –
MIM
100
Macroview Investment Management
Maryland
$13.1K +$11.7K +222 New
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