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iShares Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACP
26
Aveo Capital Partners
Colorado
$321K -$614K -15,504 -66%
Citadel Advisors
27
Citadel Advisors
Florida
$257K +$255K +6,440 New
IF
28
Ironwood Financial
Arizona
$202K -$6.5K -164 -3%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$134K +$9.35K +236 +8%
CFA
30
CT Financial Advisors
Pennsylvania
$106K +$317 +8 +0.3%
BKA
31
Brick & Kyle Associates
Pennsylvania
$48K -$10.6K -268 -18%
WEC
32
Winslow Evans & Crocker
Massachusetts
$43.1K
TRCT
33
Tower Research Capital (TRC)
New York
$33K +$32.8K +828 New
Creative Planning
34
Creative Planning
Kansas
$26K +$26.3K +664 New
HCM
35
Highlander Capital Management
New Jersey
$24K +$24.1K +608 New
CPIG
36
Chicago Partners Investment Group
Illinois
$18K
FWM
37
Focused Wealth Management
New York
$18K
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11K
GWM
39
Geneos Wealth Management
Colorado
$10K
PFGIA
40
Patriot Financial Group Insurance Agency
Massachusetts
$8K
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$6K
MFW
42
Mosaic Family Wealth
Missouri
$5K
GRP
43
Global Retirement Partners
California
$5K +$4.75K +120 New
CS
44
Comerica Securities
Michigan
-$200K -5,760 Closed
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
-$45K -1,160 Closed
VCM
46
Versant Capital Management
Arizona
-$40K -1,040 Closed
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
-$25K -640 Closed
NFG
48
Next Financial Group
Texas
-$3K -80 Closed