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iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIM
101
Brentview Investment Management
Illinois
$68.5K
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$59.6K
LWANC
103
Laurel Wealth Advisors (North Carolina)
North Carolina
$57.5K +$56.6K +840 New
CIAS
104
Capital Investment Advisory Services
North Carolina
$54.8K
US Bancorp
105
US Bancorp
Minnesota
$54.8K +$53.9K +800 New
HIA
106
Harbor Investment Advisory
Maryland
$52K
CMA
107
Cedar Mountain Advisors
Oregon
$49.8K
SS
108
Sunbelt Securities
Texas
$43.9K
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$37.9K
WPA
110
Wealth Preservation Advisors
Tennessee
$32.9K
AIC
111
Archer Investment Corporation
Indiana
$32.1K
PTC
112
Private Trust Company
Ohio
$32K
FHA
113
Flagship Harbor Advisors
Massachusetts
$29.4K +$28.8K +428 New
MCM
114
MAI Capital Management
Ohio
$25.5K
DJSG
115
D.J. St. Germain
Massachusetts
$24K
LGWM
116
Litman Gregory Wealth Management
California
$23.6K +$23.3K +345 New
AWM
117
AE Wealth Management
Kansas
$22.6K
AssetMark Inc
118
AssetMark Inc
California
$17.6K +$11.3K +168 +189%
SPIA
119
Steward Partners Investment Advisory
New York
$15.2K
AUB
120
Atlantic Union Bankshares
Virginia
$14K
CPG
121
Cornerstone Planning Group
New Jersey
$13.4K
MWM
122
MGB Wealth Management
Texas
$12.1K +$67 +1 +0.6%
FFO
123
Fortitude Family Office
Arizona
$8.77K +$8.63K +128 New
EAM
124
Eukles Asset Management
Ohio
$8.02K
EA
125
Evolution Advisers
Virginia
$8K +$8.76K +130 New