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iShares Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHA
26
Seneca House Advisors
Virginia
$483K +$1.49K +36 +0.3%
IDA
27
Intelligence Driven Advisers
California
$467K -$3.48K -84 -0.8%
RJA
28
Raymond James & Associates
Florida
$456K +$829 +20 +0.2%
MML Investors Services
29
MML Investors Services
Massachusetts
$423K -$27.5K -664 -6%
AG
30
Advisor Group
Arizona
$386K -$37.2K -896 -9%
PCM
31
Parsons Capital Management
Rhode Island
$385K -$33.2K -800 -8%
WWM
32
Western Wealth Management
Colorado
$372K +$19.1K +460 +5%
LFAS
33
Level Four Advisory Services
Texas
$357K
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$338K -$16.6K -400 -5%
LFA
35
Legacy Financial Advisors
Kentucky
$302K
BMCM
36
Bryn Mawr Capital Management
Pennsylvania
$259K
BSW
37
Buckingham Strategic Wealth
Missouri
$243K +$238K +5,752 New
Citadel Advisors
38
Citadel Advisors
Florida
$212K -$422K -10,168 -67%
IF
39
Ironwood Financial
Arizona
$202K -$18.9K -456 -9%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$201K +$197K +4,760 New
William Blair & Company
41
William Blair & Company
Illinois
$93K
US Bancorp
42
US Bancorp
Minnesota
$85K
PGWM
43
Parisi Gray Wealth Management
New Jersey
$76K
Fidelity Investments
44
Fidelity Investments
Massachusetts
$76K +$28.9K +696 +63%
CA
45
Cetera Advisors
Colorado
$65K +$63.4K +1,528 New
WEC
46
Winslow Evans & Crocker
Massachusetts
$40K
SMFS
47
Squar Milner Financial Services
California
$29K
SWM
48
SeaCrest Wealth Management
New York
$27K
HCM
49
Highlander Capital Management
New Jersey
$26K
GWM
50
Geneos Wealth Management
Colorado
$22K