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iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$241K -$1.62K -25 -0.7%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$241K -$6.23K -96 -3%
SF
78
Summit Financial
New Jersey
$240K -$5.13K -79 -2%
ATS
79
Ashton Thomas Securities
New York
$237K +$231K +3,550 New
WIA
80
World Investment Advisors
California
$224K
BC
81
Barrett & Company
Rhode Island
$218K
PAS
82
Park Avenue Securities
New York
$210K +$205K +3,156 New
IFG
83
Independent Financial Group
California
$203K +$198K +3,045 New
SAM
84
Smartleaf Asset Management
Massachusetts
$173K -$1.82K -28 -1%
GWS
85
Greykasell Wealth Strategies
California
$168K +$164K +2,518 New
HI
86
Harbour Investments
Wisconsin
$167K
PS
87
Principal Securities
Iowa
$166K -$5.2K -80 -3%
CSB
88
City State Bank
Iowa
$146K
CCM
89
Chilton Capital Management
Texas
$122K +$119K +1,833 New
FFA
90
Farther Finance Advisors
California
$96K
BIM
91
Brentview Investment Management
Illinois
$66.6K
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$61.5K +$59.9K +923 New
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$58K
CIAS
94
Capital Investment Advisory Services
North Carolina
$53.3K
HIA
95
Harbor Investment Advisory
Maryland
$50.6K
CMA
96
Cedar Mountain Advisors
Oregon
$48.4K
SS
97
Sunbelt Securities
Texas
$42.7K -$28.2K -434 -40%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$36.9K +$6.69K +103 +23%
WPA
99
Wealth Preservation Advisors
Tennessee
$32K
AIC
100
Archer Investment Corporation
Indiana
$31.2K