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iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
76
World Investment Advisors
California
$206K +$196K +3,356 New
BC
77
Barrett & Company
Rhode Island
$201K – – –
SAM
78
Smartleaf Asset Management
Massachusetts
$161K +$11.7K +201 +8%
PS
79
Principal Securities
Iowa
$157K – – –
HI
80
Harbour Investments
Wisconsin
$153K – – –
CSB
81
City State Bank
Iowa
$135K – – –
FFA
82
Farther Finance Advisors
California
$88.4K – – –
SS
83
Sunbelt Securities
Texas
$68.2K – – –
BIM
84
Brentview Investment Management
Illinois
$61.4K – – –
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$53.4K +$20.5K +351 +68%
CIAS
86
Capital Investment Advisory Services
North Carolina
$49.1K -$23.3K -400 -33%
HIA
87
Harbor Investment Advisory
Maryland
$46.6K – – –
CMA
88
Cedar Mountain Advisors
Oregon
$44.6K – – –
WPA
89
Wealth Preservation Advisors
Tennessee
$29.5K – – –
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$28.8K +$26.2K +450 New
AIC
91
Archer Investment Corporation
Indiana
$28.7K – – –
PTC
92
Private Trust Company
Ohio
$28.7K -$54.7K -938 -67%
RA
93
Rise Advisors
New York
$25.3K -$14.3K -246 -37%
MCM
94
MAI Capital Management
Ohio
$22.8K – – –
DJSG
95
D.J. St. Germain
Massachusetts
$21.5K – – –
AWM
96
AE Wealth Management
Kansas
$20.3K – – –
SPIA
97
Steward Partners Investment Advisory
New York
$13.6K – – –
AUB
98
Atlantic Union Bankshares
Virginia
$12.5K +$11.9K +204 New
MWM
99
MGB Wealth Management
Texas
$10.7K – – –
AAS
100
Ameritas Advisory Services
Nebraska
$8.35K +$7.93K +136 New