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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
$110K -$52K -1,688 -34%
CFA
27
CT Financial Advisors
Pennsylvania
$86.6K +$370 +12 +0.5%
BKA
28
Brick & Kyle Associates
Pennsylvania
$60K
UFA
29
US Financial Advisors
Massachusetts
$40K -$4.31K -140 -10%
WEC
30
Winslow Evans & Crocker
Massachusetts
$36K
VCM
31
Versant Capital Management
Arizona
$34K
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$30K
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$27K +$25.4K +824 New
TFA
34
Transamerica Financial Advisors
Florida
$23K
FWM
35
Focused Wealth Management
New York
$15K -$9.24K -300 -40%
CPIG
36
Chicago Partners Investment Group
Illinois
$15K +$123 +4 +0.9%
GWM
37
Geneos Wealth Management
Colorado
$8K +$8.01K +260 New
MFW
38
Mosaic Family Wealth
Missouri
$4K
NFG
39
Next Financial Group
Texas
$3K
ASN
40
Advisory Services Network
Georgia
$1K
Citadel Advisors
41
Citadel Advisors
Florida
-$4.47M -139,220 Closed
VF
42
Virtu Financial
New York
-$422K -13,140 Closed
VKH
43
Virtu KCG Holdings
New York
-$320K -9,968 Closed
CS
44
Credit Suisse
Switzerland
-$312K -9,700 Closed
BFEC
45
Benjamin F. Edwards & Company
Missouri
-$24K -756 Closed
BlackRock
46
BlackRock
New York
-$2K -64 Closed