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
$32.5M -$3.76M -63,815 -10%
Bank of America
2
Bank of America
North Carolina
$28M +$11.4M +193,394 +68%
Wells Fargo
3
Wells Fargo
California
$22.7M +$2.07M +35,170 +10%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$16.8M +$995K +16,902 +6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$14.8M +$2.07M +35,210 +16%
AAS
6
Avantax Advisory Services
Texas
$12.1M -$346K -5,884 -3%
MTC
7
Matrix Trust Company
Colorado
$8.1M -$238K -4,042 -3%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$8.03M +$2.08M +35,362 +35%
LPL Financial
9
LPL Financial
California
$7.37M +$2.52M +42,833 +52%
Ameriprise
10
Ameriprise
Minnesota
$5.96M -$1.17M -19,825 -16%
CIC
11
Cornercap Investment Counsel
Georgia
$5.56M +$32.5K +552 +0.6%
UBS Group
12
UBS Group
Switzerland
$5.36M -$338K -5,747 -6%
EWMCB
13
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.44M -$12.3K -209 -0.4%
CPIG
14
Chicago Partners Investment Group
Illinois
$3.05M -$6.56M -111,328 -67%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.73M -$406K -6,896 -13%
Citadel Advisors
16
Citadel Advisors
Florida
$2.39M +$1.83M +31,053 +321%
RA
17
Rodgers & Associates
Pennsylvania
$2.07M -$87.5K -1,486 -4%
DC
18
Davenport & Co
Virginia
$1.97M +$1.97M +33,474 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.4M -$72.9K -1,238 -5%
MHS
20
M Holdings Securities
Oregon
$1.28M
JP Morgan Chase
21
JP Morgan Chase
New York
$1.26M -$3.94K -67 -0.3%
DADC
22
D.A. Davidson & Co
Montana
$1.26M -$386K -6,557 -23%
SFS
23
Sowell Financial Services
Arkansas
$1.21M -$588K -9,986 -33%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.2M -$28.8K -489 -2%
PIA
25
Perennial Investment Advisors
California
$1.19M +$13.7K +233 +1%