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iShares Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CS
26
Comerica Securities
Michigan
$200K +$215K +5,760 New
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$122K -$18.2K -488 -13%
CFA
28
CT Financial Advisors
Pennsylvania
$103K +$596 +16 +0.6%
BKA
29
Brick & Kyle Associates
Pennsylvania
$57K -$4.92K -132 -8%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$45K +$43.2K +1,160 New
WEC
31
Winslow Evans & Crocker
Massachusetts
$42.2K
VCM
32
Versant Capital Management
Arizona
$40K
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$25K +$23.8K +640 New
CPIG
34
Chicago Partners Investment Group
Illinois
$18K +$149 +4 +0.9%
FWM
35
Focused Wealth Management
New York
$17K
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11K
GWM
37
Geneos Wealth Management
Colorado
$10K
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$7.6K +204 New
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$5K
MFW
40
Mosaic Family Wealth
Missouri
$5K
NFG
41
Next Financial Group
Texas
$3K
MML Investors Services
42
MML Investors Services
Massachusetts
-$570K -15,744 Closed
CWM
43
Concert Wealth Management
California
-$61K -1,720 Closed
TRCT
44
Tower Research Capital (TRC)
New York
-$17K -480 Closed
RFA
45
Reilly Financial Advisors
California
-$16K -452 Closed
IWMPD
46
Integrated Wealth Management (Palm Desert)
California
-$9K -240 Closed