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iShares Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Advisor Group
Arizona
$436K +$61K +1,384 +17%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$433K -$9.34K -212 -2%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$420K
LFAS
29
Level Four Advisory Services
Texas
$377K
Mariner
30
Mariner
Kansas
$345K +$19K +432 +6%
IF
31
Ironwood Financial
Arizona
$233K -$9.52K -216 -4%
Franklin Resources
32
Franklin Resources
California
$205K +$203K +4,600 New
US Bancorp
33
US Bancorp
Minnesota
$134K
BA
34
Ballew Advisors
Mississippi
$48K -$47.6K -1,080 -50%
WEC
35
Winslow Evans & Crocker
Massachusetts
$44K
SMFS
36
Squar Milner Financial Services
California
$31K +$30.8K +700 New
SWM
37
SeaCrest Wealth Management
New York
$28K
HCM
38
Highlander Capital Management
New Jersey
$27K
GWM
39
Geneos Wealth Management
Colorado
$23K +$12K +272 +105%
B
40
Bridgeworth
Alabama
$22K +$22.4K +508 New
CPIG
41
Chicago Partners Investment Group
Illinois
$21K
FWM
42
Focused Wealth Management
New York
$20K
ML
43
McAdam LLC
Pennsylvania
$19K
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$18K
RWA
45
River Wealth Advisors
Pennsylvania
$14K +$14.1K +320 New
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$12K -$881 -20 -7%
CAC
47
Certified Advisory Corp
Florida
$12K
JP Morgan Chase
48
JP Morgan Chase
New York
$9K
APA
49
American Portfolios Advisors
New York
$8.94K
TFS
50
TrustCore Financial Services
Tennessee
$8K