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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
$26.9M -$1.25M -21,459 -5%
VCS
2
Vaughan & Co Securities
New Jersey
$15.6M +$183K +3,153 +1%
Bank of America
3
Bank of America
North Carolina
$14.2M +$1.44M +24,781 +12%
SCM
4
Steele Capital Management
Iowa
$11.7M -$223K -3,844 -2%
MTC
5
Matrix Trust Company
Colorado
$11.7M -$200K -3,443 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.1M +$1.19M +20,536 +18%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$7.29M -$704K -12,128 -9%
Wells Fargo
8
Wells Fargo
California
$7.01M -$135K -2,333 -2%
UBS Group
9
UBS Group
Switzerland
$5.76M -$183K -3,154 -3%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$5.42M -$147K -2,531 -3%
LPL Financial
11
LPL Financial
California
$5.09M -$680K -11,725 -12%
MWM
12
Merriman Wealth Management
Washington
$5.06M +$29.2K +504 +0.6%
AAS
13
Avantax Advisory Services
Texas
$3.79M -$524K -9,033 -13%
CPIG
14
Chicago Partners Investment Group
Illinois
$3.06M +$2.38K +41 +0.1%
PCG
15
Prosperity Consulting Group
Maryland
$3.05M +$2.89M +49,847 New
VCM
16
Viewpoint Capital Management
Washington
$2.82M +$1.74K +30 +0.1%
Goldman Sachs
17
Goldman Sachs
New York
$2.66M – – –
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$2.48M +$1.41M +24,223 +148%
KAS
19
Kestra Advisory Services
Texas
$2.45M +$300K +5,170 +15%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$2.42M -$898K -15,484 -28%
Ameriprise
21
Ameriprise
Minnesota
$2.24M -$62.3K -1,074 -3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.16M -$9.28K -160 -0.5%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.03M -$80.4K -1,386 -4%
RA
24
Rodgers & Associates
Pennsylvania
$2.01M +$74.9K +1,291 +4%
HCA
25
Hyperion Capital Advisors
New York
$1.68M – – –
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