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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
$25.3M -$1.09M -17,796 -4%
VCS
2
Vaughan & Co Securities
New Jersey
$16.7M +$56.4K +922 +0.4%
SCM
3
Steele Capital Management
Iowa
$11.9M -$255K -4,168 -2%
MTC
4
Matrix Trust Company
Colorado
$11.8M -$255K -4,168 -2%
Bank of America
5
Bank of America
North Carolina
$9.88M -$1.3M -21,202 -12%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$8.96M -$3.98K -65 -0%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$8.02M +$88.7K +1,450 +1%
Wells Fargo
8
Wells Fargo
California
$6.39M -$647K -10,578 -10%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$5.52M +$226K +3,697 +4%
UBS Group
10
UBS Group
Switzerland
$5.45M -$381K -6,220 -7%
LPL Financial
11
LPL Financial
California
$5.36M +$83.5K +1,364 +2%
MWM
12
Merriman Wealth Management
Washington
$5.07M +$47.3K +773 +1%
AAS
13
Avantax Advisory Services
Texas
$4.03M -$8.02K -131 -0.2%
CPIG
14
Chicago Partners Investment Group
Illinois
$3.14M -$183K -2,990 -6%
PCG
15
Prosperity Consulting Group
Maryland
$3.02M -$41.3K -674 -1%
VCM
16
Viewpoint Capital Management
Washington
$2.92M -$612 -10 -0%
Goldman Sachs
17
Goldman Sachs
New York
$2.76M – – –
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$2.61M +$115K +1,886 +5%
KAS
19
Kestra Advisory Services
Texas
$2.56M +$47.8K +781 +2%
IWM
20
IHT Wealth Management
Illinois
$2.55M +$1.01M +16,575 +70%
JP Morgan Chase
21
JP Morgan Chase
New York
$2.54M +$1.36M +22,264 +125%
Ameriprise
22
Ameriprise
Minnesota
$2.4M +$91.1K +1,489 +4%
EWA
23
EP Wealth Advisors
California
$2.19M +$2.11M +34,477 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.12M -$15.1K -246 -0.7%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.07M -$47.5K -776 -2%
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