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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
$27.6M +$529K +10,282 +2%
VCS
2
Vaughan & Co Securities
New Jersey
$12.6M +$1.16M +22,625 +11%
MTC
3
Matrix Trust Company
Colorado
$10.2M +$138K +2,689 +1%
Wells Fargo
4
Wells Fargo
California
$9.52M -$4.37M -85,053 -33%
Bank of America
5
Bank of America
North Carolina
$8.52M -$18.3M -356,270 -69%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$7.06M -$155K -3,007 -2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7M +$303K +5,889 +5%
UBS Group
8
UBS Group
Switzerland
$5.33M -$3.07M -59,607 -38%
MWM
9
Merriman Wealth Management
Washington
$5.28M +$1.85M +35,887 +58%
LPL Financial
10
LPL Financial
California
$4.77M -$281K -5,470 -6%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$4.32M +$91K +1,769 +2%
AAS
12
Avantax Advisory Services
Texas
$3.59M +$90.8K +1,766 +3%
EWMCB
13
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.01M +$12.1K +236 +0.4%
CPIG
14
Chicago Partners Investment Group
Illinois
$2.99M -$45.3K -880 -2%
VCM
15
Viewpoint Capital Management
Washington
$2.49M -$11.6K -225 -0.5%
Goldman Sachs
16
Goldman Sachs
New York
$2.35M – – –
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.84M +$22.2K +432 +1%
RA
18
Rodgers & Associates
Pennsylvania
$1.72M +$69.4K +1,349 +4%
KAS
19
Kestra Advisory Services
Texas
$1.64M +$32.6K +633 +2%
HCA
20
Hyperion Capital Advisors
New York
$1.48M – – –
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.36M -$1.85K -36 -0.1%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.22M -$39.1K -761 -3%
Corient Private Wealth
23
Corient Private Wealth
Florida
$1.2M -$29K -564 -2%
Ameriprise
24
Ameriprise
Minnesota
$1.13M -$98.2K -1,909 -8%
IWM
25
IHT Wealth Management
Illinois
$1.11M +$1.06M +20,585 New
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