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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
$14M +$1.14M +31,458 +9%
Morgan Stanley
2
Morgan Stanley
New York
$8.73M +$277K +7,641 +3%
MWM
3
Merriman Wealth Management
Washington
$7.03M -$186K -5,145 -3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.15M +$1.36M +37,572 +29%
Bank of America
5
Bank of America
North Carolina
$5.37M +$370K +10,209 +7%
LPL Financial
6
LPL Financial
California
$4.82M +$472K +13,014 +11%
Ameriprise
7
Ameriprise
Minnesota
$4.62M +$250K +6,909 +6%
TH
8
Timber Hill
Connecticut
$4.2M -$281K -7,755 -6%
U
9
UBS
Switzerland
$3.76M +$127K +3,519 +4%
Wells Fargo
10
Wells Fargo
California
$2.36M +$1.28M +35,229 +119%
CMP
11
Courage Miller Partners
Virginia
$2.13M -$294K -8,103 -12%
ICAS
12
Investors Capital Advisory Services
Massachusetts
$1.94M +$61.8K +1,707 +3%
CFA
13
Camarda Financial Advisors
Florida
$1.72M +$257K +7,080 +18%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.57M +$324K +8,940 +26%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$831K +$17.1K +471 +2%
SNC
16
Stifel Nicolaus & Co
Missouri
$710K +$706K +19,494 New
NES
17
New England Securities
New York
$609K +$356K +9,825 +143%
ECM
18
ETrade Capital Management
Virginia
$573K -$12.8K -354 -2%
FIM
19
Freedom Investment Management
Connecticut
$276K +$10.8K +297 +4%
BRWA
20
B. Riley Wealth Advisors
Florida
$263K +$73K +2,016 +39%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$252K +$14.3K +396 +6%
Creative Planning
22
Creative Planning
Kansas
$193K – – –
AIG
23
American International Group
New York
$188K -$565K -15,588 -75%
Citigroup
24
Citigroup
New York
$171K +$7.72K +213 +5%
MFS
25
MSI Financial Services
Massachusetts
$141K -$1.09K -30 -0.8%
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