We are live on ! Find out more
ISCV icon

iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$22.7M +$2.07M +63,432 +11%
Wells Fargo
2
Wells Fargo
California
$10.1M -$883K -27,018 -8%
AAS
3
Avantax Advisory Services
Texas
$8.63M +$455K +13,923 +6%
MTC
4
Matrix Trust Company
Colorado
$5.02M -$371K -11,349 -7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.41M -$3.23M -98,910 -44%
Ameriprise
6
Ameriprise
Minnesota
$4.18M +$545K +16,665 +16%
LPL Financial
7
LPL Financial
California
$2.57M -$372K -11,394 -13%
Citadel Advisors
8
Citadel Advisors
Florida
$2.5M -$445K -13,620 -16%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.13M -$101K -3,078 -5%
CPIG
10
Chicago Partners Investment Group
Illinois
$2.1M -$451K -13,803 -19%
EWMCB
11
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.02M +$1.3M +39,876 +216%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.5M -$58K -1,773 -4%
UBS Group
13
UBS Group
Switzerland
$1.48M -$398K -12,186 -22%
Bank of America
14
Bank of America
North Carolina
$1.36M -$2.07M -63,429 -62%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.14M +$1.08M +32,913 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.09M -$122K -3,744 -11%
TRCT
17
Tower Research Capital (TRC)
New York
$852K -$707K -21,624 -47%
AW
18
ACG Wealth
Georgia
$745K
PIA
19
Perennial Investment Advisors
California
$734K -$14.1K -432 -2%
CMP
20
Courage Miller Partners
Virginia
$727K -$12.6K -384 -2%
PSF
21
Pacific Sun Financial
California
$669K +$19.1K +585 +3%
Osaic Holdings
22
Osaic Holdings
Arizona
$658K -$706K -21,594 -53%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$640K -$14.4K -441 -2%
CWM
24
Connecticut Wealth Management
Connecticut
$510K -$93K -2,844 -19%
TC
25
TAP Consulting
Missouri
$493K -$190K -5,799 -29%