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iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LSA
76
Lansing Street Advisors
Pennsylvania
$339K +$715 +10 +0.2%
TCA
77
Transcend Capital Advisors
New Jersey
$323K -$77.1K -1,078 -19%
MA
78
MONECO Advisors
Connecticut
$313K -$24.7K -346 -7%
Citigroup
79
Citigroup
New York
$313K -$407K -5,689 -56%
NS
80
NBC Securities
Alabama
$313K -$2.57K -36 -0.8%
HI
81
Harbour Investments
Wisconsin
$309K -$28.6K -400 -8%
UIM
82
Unified Investment Management
Georgia
$281K
UBS AM
83
UBS AM
Illinois
$271K +$279K +3,896 New
KBFS
84
Kohmann Bosshard Financial Services
Ohio
$256K
NA
85
NewEdge Advisors
Louisiana
$253K -$4.29K -60 -2%
IFG
86
Independent Financial Group
California
$253K +$26.9K +376 +12%
RCM
87
RMR Capital Management
California
$252K
ATS
88
Ashton Thomas Securities
New York
$247K +$254K +3,550 New
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$243K -$1.72K -24 -0.7%
VT
90
Vise Technologies
New York
$231K
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$229K +$159K +2,225 +207%
BC
92
Barrett & Company
Rhode Island
$219K -$8.72K -122 -4%
Stifel Financial
93
Stifel Financial
Missouri
$211K +$5.43K +76 +3%
WWM
94
Western Wealth Management
Colorado
$205K -$53.6K -750 -20%
ES
95
Eagle Strategies
New York
$205K +$211K +2,953 New
SAM
96
Smartleaf Asset Management
Massachusetts
$204K +$12.2K +170 +6%
WA
97
Waverly Advisors
Alabama
$203K +$209K +2,925 New
GWS
98
Greykasell Wealth Strategies
California
$177K +$715 +10 +0.4%
CSB
99
City State Bank
Iowa
$153K
BW
100
Basepoint Wealth
Iowa
$123K +$143 +2 +0.1%