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iShares Morningstar Small-Cap Value ETF
ISCV

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1
Atria Investments
North Carolina
$12.1M +$12.2M +352,926 New
Morgan Stanley
2
Morgan Stanley
New York
$7.96M +$7.99M +231,813 New
MWM
3
Merriman Wealth Management
Washington
$6.8M +$6.83M +198,162 New
Bank of America
4
Bank of America
North Carolina
$4.71M +$4.73M +137,265 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.5M +$4.52M +131,127 New
TH
6
Timber Hill
Connecticut
$4.22M +$4.24M +122,886 New
Ameriprise
7
Ameriprise
Minnesota
$4.09M +$4.11M +119,250 New
LPL Financial
8
LPL Financial
California
$3.99M +$4.01M +116,301 New
U
9
UBS
Switzerland
$3.42M +$3.44M +99,726 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.51M +$2.52M +73,026 New
CMP
11
Courage Miller Partners
Virginia
$2.28M +$2.29M +66,543 New
ICAS
12
Investors Capital Advisory Services
Massachusetts
$1.76M +$1.77M +51,426 New
CFA
13
Camarda Financial Advisors
Florida
$1.37M +$1.38M +40,026 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.17M +$1.17M +34,092 New
Wells Fargo
15
Wells Fargo
California
$1.01M +$1.02M +29,496 New
QIM
16
Quest Investment Management
Oregon
$783K +$786K +22,800 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$767K +$770K +22,341 New
AIG
18
American International Group
New York
$712K +$715K +20,754 New
ECM
19
ETrade Capital Management
Virginia
$552K +$554K +16,086 New
FIM
20
Freedom Investment Management
Connecticut
$250K +$251K +7,275 New
NES
21
New England Securities
New York
$236K +$237K +6,879 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$223K +$224K +6,510 New
KCG
23
Knight Capital Group
$218K +$219K +6,342 New
SI
24
SII Investments
Wisconsin
$208K +$208K +6,045 New
Creative Planning
25
Creative Planning
Kansas
$181K +$182K +5,283 New
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