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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
$19.3M +$442K +10,941 +2%
ONB
2
Old National Bancorp
Indiana
$8.48M – – –
Wells Fargo
3
Wells Fargo
California
$7.31M -$224K -5,532 -3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.6M +$650K +16,086 +11%
LPL Financial
5
LPL Financial
California
$6.45M -$5.41M -133,791 -45%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$6.13M +$6.13M +151,701 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.51M -$127K -3,144 -2%
Citadel Advisors
8
Citadel Advisors
Florida
$4.84M +$1.25M +30,975 +35%
Bank of America
9
Bank of America
North Carolina
$4.69M +$1.04M +25,773 +29%
CFA
10
Camarda Financial Advisors
Florida
$3.19M -$253K -6,267 -7%
UBS Group
11
UBS Group
Switzerland
$3.1M -$146K -3,603 -4%
AFP
12
Ausdal Financial Partners
Iowa
$2.8M +$183K +4,530 +7%
AG
13
Advisor Group
Arizona
$2.01M +$2.02M +49,935 New
CMP
14
Courage Miller Partners
Virginia
$1.57M -$108K -2,679 -6%
EWMCB
15
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.54M +$13K +321 +0.9%
CPIG
16
Chicago Partners Investment Group
Illinois
$1.44M +$83.3K +2,061 +6%
AW
17
ACG Wealth
Georgia
$1.44M – – –
AI
18
Atria Investments
North Carolina
$1.43M -$659K -16,299 -32%
FWM
19
Frontier Wealth Management
Missouri
$1.3M -$183K -4,539 -12%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.29M +$8.37K +207 +0.7%
Ameriprise
21
Ameriprise
Minnesota
$1.19M -$79.3K -1,962 -6%
MHS
22
M Holdings Securities
Oregon
$1.15M -$1.94K -48 -0.2%
BRWA
23
B. Riley Wealth Advisors
Florida
$756K -$6.67K -165 -0.9%
ECM
24
ETrade Capital Management
Virginia
$581K +$970 +24 +0.2%
MFS
25
MSI Financial Services
Massachusetts
$497K +$232K +5,742 +87%
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