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iShares Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Advisor Group
Arizona
$492K +$52.3K +1,144 +12%
PCM
27
Parsons Capital Management
Rhode Island
$446K
JMPWA
28
JP Morgan Private Wealth Advisors
California
$437K
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$387K -$66.2K -1,448 -14%
LFAS
30
Level Four Advisory Services
Texas
$380K
IF
31
Ironwood Financial
Arizona
$235K
Franklin Resources
32
Franklin Resources
California
$207K
US Bancorp
33
US Bancorp
Minnesota
$135K
JP Morgan Chase
34
JP Morgan Chase
New York
$95K +$87.2K +1,908 +954%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$50K +$50.7K +1,108 New
WEC
36
Winslow Evans & Crocker
Massachusetts
$44K
BA
37
Ballew Advisors
Mississippi
$43K
SMFS
38
Squar Milner Financial Services
California
$32K
SWM
39
SeaCrest Wealth Management
New York
$28K
HCM
40
Highlander Capital Management
New Jersey
$27K
GWM
41
Geneos Wealth Management
Colorado
$23K
FWM
42
Focused Wealth Management
New York
$20K
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$19K
ML
44
McAdam LLC
Pennsylvania
$19K
CPIG
45
Chicago Partners Investment Group
Illinois
$19K +$183 +4 +0.9%
RWA
46
River Wealth Advisors
Pennsylvania
$14K
CAC
47
Certified Advisory Corp
Florida
$12K
APA
48
American Portfolios Advisors
New York
$9.01K
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$9.33K +204 New
TFS
50
TrustCore Financial Services
Tennessee
$8K