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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
$23M -$733K -11,650 -3%
VCS
2
Vaughan & Co Securities
New Jersey
$15.8M +$325K +5,165 +2%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$14M +$11.2M +177,820 +306%
SCM
4
Steele Capital Management
Iowa
$11M +$14.5K +230 +0.1%
MTC
5
Matrix Trust Company
Colorado
$11M +$14.5K +230 +0.1%
LPL Financial
6
LPL Financial
California
$8.92M +$1.08M +17,199 +13%
Bank of America
7
Bank of America
North Carolina
$8.83M -$464K -7,384 -5%
Raymond James Financial
8
Raymond James Financial
Florida
$8.56M -$306K -4,864 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.55M -$391K -6,217 -5%
Wells Fargo
10
Wells Fargo
California
$6.46M +$1.08M +17,182 +19%
UBS Group
11
UBS Group
Switzerland
$5.65M +$386K +6,137 +7%
AAS
12
Avantax Advisory Services
Texas
$3.82M +$13.4K +213 +0.3%
JP Morgan Chase
13
JP Morgan Chase
New York
$3.38M +$895K +14,228 +33%
IAG
14
Ipsen Advisor Group
Arkansas
$3.23M +$29.4K +467 +0.9%
CPIG
15
Chicago Partners Investment Group
Illinois
$2.87M +$2.71K +43 +0.1%
PCG
16
Prosperity Consulting Group
Maryland
$2.77M +$2.26K +36 +0.1%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$2.77M +$322K +5,120 +12%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$2.72M -$2.66M -42,262 -48%
VCM
19
Viewpoint Capital Management
Washington
$2.69M -$44.7K -711 -2%
Goldman Sachs
20
Goldman Sachs
New York
$2.57M – – –
KAS
21
Kestra Advisory Services
Texas
$2.55M +$54K +859 +2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.29M +$75.5K +1,201 +3%
EWA
23
EP Wealth Advisors
California
$2.09M -$201K -3,191 -8%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.07M +$46.2K +735 +2%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$2M -$416K -6,606 -16%
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