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iShares Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWPC
26
Legacy Wealth Partners (Colorado)
Colorado
$639K -$11.6K -163 -2%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$604K
Fidelity Investments
28
Fidelity Investments
Massachusetts
$587K +$3.41K +48 +0.6%
UCFA
29
United Capital Financial Advisors
Texas
$585K -$45.8K -644 -8%
PAG
30
Private Advisor Group
New Jersey
$523K -$2.06K -29 -0.4%
Mariner
31
Mariner
Kansas
$489K -$14.7K -207 -3%
OFG
32
Opulen Financial Group
Virginia
$469K +$1.28K +18 +0.3%
PCM
33
Parsons Capital Management
Rhode Island
$467K
BPA
34
Beacon Pointe Advisors
California
$461K
BJL
35
Brighton Jones LLC
Washington
$454K +$428K +6,018 New
Lido Advisors
36
Lido Advisors
California
$450K +$1.35K +19 +0.3%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$440K -$45.8K -645 -10%
PVAMC
38
PPS&V Asset Management Consultants
Michigan
$435K
SPIA
39
Steward Partners Investment Advisory
New York
$411K +$1.35K +19 +0.4%
NIWA
40
New Insight Wealth Advisors
California
$368K -$47.1K -663 -12%
JSA
41
Jim Saulnier & Associates
Colorado
$365K -$378K -5,312 -52%
CKAIS
42
Christensen King & Associates Investment Services
Washington
$361K
MFG
43
Merit Financial Group
Georgia
$354K +$82.5K +1,161 +33%
FA
44
Flagstar Advisors
New York
$328K +$498 +7 +0.2%
PFA
45
Pathway Financial Advisors
Vermont
$326K
ACA
46
Aptus Capital Advisors
Alabama
$310K +$782 +11 +0.3%
GWANC
47
Guardian Wealth Advisors (North Carolina)
North Carolina
$305K +$711 +10 +0.2%
Creative Planning
48
Creative Planning
Kansas
$296K
EH
49
Equitable Holdings
New York
$290K -$1.07K -15 -0.4%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$283K -$495K -6,963 -65%