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iShares Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$170K +$26.7K +784 +17%
CFA
27
CT Financial Advisors
Pennsylvania
$81.3K
BKA
28
Brick & Kyle Associates
Pennsylvania
$57K
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$48K -$14.3K -420 -22%
UFA
30
US Financial Advisors
Massachusetts
$43K +$45.7K +1,344 New
FWM
31
Focused Wealth Management
New York
$36K
WEC
32
Winslow Evans & Crocker
Massachusetts
$34.2K
BFEC
33
Benjamin F. Edwards & Company
Missouri
$24K
TFA
34
Transamerica Financial Advisors
Florida
$22K -$14.7K -432 -39%
MFS
35
MSI Financial Services
Massachusetts
$16K +$6.13K +180 +58%
NFG
36
Next Financial Group
Texas
$3K
ASN
37
Advisory Services Network
Georgia
$1K
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
-$417K -11,652 Closed
BRWA
39
B. Riley Wealth Advisors
Florida
-$271K -7,564 Closed
PAG
40
Private Advisor Group
New Jersey
-$242K -6,744 Closed
CA
41
Cetera Advisors
Colorado
-$226K -6,312 Closed
CIBC World Market
42
CIBC World Market
Ontario, Canada
-$220K -6,136 Closed
CS
43
Comerica Securities
Michigan
-$206K -5,760 Closed
MAM
44
Meeder Asset Management
Ohio
-$49K -1,364 Closed