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iShares Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHA
26
Seneca House Advisors
Virginia
$420K +$10.8K +264 +2%
IDA
27
Intelligence Driven Advisers
California
$411K +$455K +11,120 New
RJA
28
Raymond James & Associates
Florida
$397K -$34.8K -852 -7%
MML Investors Services
29
MML Investors Services
Massachusetts
$394K -$248K -6,076 -36%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$375K -$56.3K -1,376 -12%
AG
31
Advisor Group
Arizona
$370K -$36.6K -896 -8%
PCM
32
Parsons Capital Management
Rhode Island
$366K
LFAS
33
Level Four Advisory Services
Texas
$312K
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$311K -$8.18K -200 -2%
WWM
35
Western Wealth Management
Colorado
$305K +$343K +8,380 New
Jane Street
36
Jane Street
New York
$283K -$570K -13,936 -65%
LFA
37
Legacy Financial Advisors
Kentucky
$264K +$292K +7,144 New
BMCM
38
Bryn Mawr Capital Management
Pennsylvania
$227K +$251K +6,128 New
IF
39
Ironwood Financial
Arizona
$193K
William Blair & Company
40
William Blair & Company
Illinois
$88K +$89.9K +2,200 New
US Bancorp
41
US Bancorp
Minnesota
$74K -$40.9K -1,000 -33%
PGWM
42
Parisi Gray Wealth Management
New Jersey
$65K +$72.9K +1,784 New
Fidelity Investments
43
Fidelity Investments
Massachusetts
$41K
WEC
44
Winslow Evans & Crocker
Massachusetts
$36K
SMFS
45
Squar Milner Financial Services
California
$26K
HCM
46
Highlander Capital Management
New Jersey
$23K
SWM
47
SeaCrest Wealth Management
New York
$23K
GWM
48
Geneos Wealth Management
Colorado
$19K
FWM
49
Focused Wealth Management
New York
$16K
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$15K