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iShares MSCI Emerging Markets Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFP
51
NorthLanding Financial Partners
New York
$719K +$37.6K +651 +6%
VCM
52
Virtue Capital Management
Tennessee
$702K -$97.9K -1,696 -12%
PWM
53
Perigon Wealth Management
California
$678K
TCOTS
54
Trust Company of the South
North Carolina
$612K
JP Morgan Chase
55
JP Morgan Chase
New York
$608K -$73K -1,265 -11%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$572K +$160K +2,775 +40%
MWM
57
Merriman Wealth Management
Washington
$566K
SQA
58
Simon Quick Advisors
New Jersey
$558K
ASN
59
Advisory Services Network
Georgia
$553K +$11.5K +200 +2%
CCM
60
Coldstream Capital Management
Washington
$537K -$130K -2,253 -20%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$533K -$677K -11,733 -56%
IFG
62
Independent Financial Group
California
$526K +$69.2K +1,199 +16%
LFA
63
Legacy Financial Advisors
Kentucky
$518K +$10.3K +178 +2%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$517K +$220K +3,814 +77%
MRC
65
Millburn Ridgefield Corp
New York
$512K
Victory Capital Management
66
Victory Capital Management
Texas
$505K -$1.86M -32,257 -79%
Ameriprise
67
Ameriprise
Minnesota
$504K +$56.8K +983 +13%
US Bancorp
68
US Bancorp
Minnesota
$456K
MGW
69
MB Generational Wealth
Washington
$450K
Corient Private Wealth
70
Corient Private Wealth
Florida
$448K +$155K +2,691 +55%
TFM
71
Trademark Financial Management
Minnesota
$439K +$19.6K +339 +5%
RLIM
72
Red Lighthouse Investment Management
New York
$414K -$27.1K -470 -6%
SPC
73
Sigma Planning Corp
Michigan
$413K +$166K +2,869 +69%
GCAC
74
Guardian Capital Advisors (Canada)
Ontario, Canada
$407K +$24.2K +420 +6%
TIM
75
Thor Investment Management
Ohio
$398K -$131K -2,277 -25%