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iShares Morningstar Small-Cap Value ETF
ISCV

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.3M +$99.8K +2,490 +0.6%
ONB
2
Old National Bancorp
Indiana
$7.87M – – –
Wells Fargo
3
Wells Fargo
California
$7.67M +$429K +10,713 +6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.3M +$327K +8,157 +4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.69M -$1.63M -40,590 -21%
LPL Financial
6
LPL Financial
California
$5.45M -$562K -14,037 -9%
Bank of America
7
Bank of America
North Carolina
$4.25M +$370K +9,237 +9%
CFA
8
Camarda Financial Advisors
Florida
$3.83M +$42.1K +1,050 +1%
UBS Group
9
UBS Group
Switzerland
$2.84M +$167K +4,164 +6%
Citadel Advisors
10
Citadel Advisors
Florida
$2.78M -$1.33M -33,201 -31%
Jane Street
11
Jane Street
New York
$2.19M -$1.57M -39,252 -40%
AW
12
ACG Wealth
Georgia
$2.1M -$8.41K -210 -0.4%
Ameriprise
13
Ameriprise
Minnesota
$2.02M -$198K -4,950 -8%
AI
14
Atria Investments
North Carolina
$1.96M +$60.8K +1,518 +3%
FWM
15
Frontier Wealth Management
Missouri
$1.89M -$134K -3,354 -6%
CMP
16
Courage Miller Partners
Virginia
$1.66M -$17.9K -447 -1%
AIG
17
American International Group
New York
$1.64M +$641K +15,999 +58%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.63M -$4.07M -101,658 -70%
FIM
19
Freedom Investment Management
Connecticut
$1.62M +$11.5M +287,943 +3,551%
EWMCB
20
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.45M -$91.7K -2,289 -6%
ICAS
21
Investors Capital Advisory Services
Massachusetts
$1.3M -$50.7K -1,266 -4%
MHS
22
M Holdings Securities
Oregon
$1.18M +$12.7K +318 +1%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.14M -$103K -2,580 -8%
SI
24
SII Investments
Wisconsin
$1.01M +$227K +5,658 +26%
CPIG
25
Chicago Partners Investment Group
Illinois
$721K +$3.97K +99 +0.5%
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