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iShares Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$26.4M -$244K -3,432 -1%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$20.5M +$122K +1,717 +0.6%
LPL Financial
3
LPL Financial
California
$15M +$599K +8,428 +4%
Wells Fargo
4
Wells Fargo
California
$5.44M +$28.9K +407 +0.6%
Bank of America
5
Bank of America
North Carolina
$4.83M +$27K +380 +0.6%
GA
6
Goldstein Advisors
Wisconsin
$2.73M -$59.1K -832 -2%
GIA
7
Gladstone Institutional Advisory
Florida
$2.58M -$143K -2,010 -6%
Raymond James Financial
8
Raymond James Financial
Florida
$2.54M -$1.78K -25 -0.1%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$2.22M
HighTower Advisors
10
HighTower Advisors
Illinois
$2.01M -$71 -1 -0%
Citadel Advisors
11
Citadel Advisors
Florida
$2M -$320K -4,503 -15%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.98M -$290K -4,084 -13%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$1.96M -$6.75K -95 -0.4%
CL
14
Choreo LLC
Illinois
$1.89M +$5.26K +74 +0.3%
Ameriprise
15
Ameriprise
Minnesota
$1.7M +$27.4K +385 +2%
UBS Group
16
UBS Group
Switzerland
$1.64M -$46.8K -658 -3%
BAMG
17
Brand Asset Management Group
Missouri
$1.59M -$29.1K -409 -2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$1.52M -$88.5K -1,245 -6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.5M +$588K +8,275 +71%
NFG
20
Nations Financial Group
Iowa
$1.48M -$20.5K -289 -1%
JP Morgan Chase
21
JP Morgan Chase
New York
$1.29M -$4.48K -63 -0.4%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$915K +$358K +5,036 +70%
PWM
23
Perigon Wealth Management
California
$826K +$115K +1,622 +17%
Osaic Holdings
24
Osaic Holdings
Arizona
$778K +$59.1K +832 +9%
RIA
25
Richwood Investment Advisors
Ohio
$675K -$16K -225 -2%