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iShares Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$556K -$2.89M -67,280 -84%
SHA
27
Seneca House Advisors
Virginia
$502K +$6.52K +152 +1%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$483K -$26.2K -612 -5%
AG
29
Advisor Group
Arizona
$478K +$78.1K +1,820 +20%
RJA
30
Raymond James & Associates
Florida
$470K
MML Investors Services
31
MML Investors Services
Massachusetts
$441K +$5.49K +128 +1%
PCM
32
Parsons Capital Management
Rhode Island
$397K
LFAS
33
Level Four Advisory Services
Texas
$381K +$12.4K +288 +3%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$350K
WWM
35
Western Wealth Management
Colorado
$343K -$40.3K -940 -11%
LFA
36
Legacy Financial Advisors
Kentucky
$312K
BMCM
37
Bryn Mawr Capital Management
Pennsylvania
$268K
BSW
38
Buckingham Strategic Wealth
Missouri
$222K -$28.1K -656 -11%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$208K
IF
40
Ironwood Financial
Arizona
$206K -$2.06K -48 -1%
Franklin Resources
41
Franklin Resources
California
$201K +$197K +4,600 New
William Blair & Company
42
William Blair & Company
Illinois
$96K
US Bancorp
43
US Bancorp
Minnesota
$87K
Fidelity Investments
44
Fidelity Investments
Massachusetts
$80K +$1.37K +32 +2%
SMFS
45
Squar Milner Financial Services
California
$31K
HCM
46
Highlander Capital Management
New Jersey
$27K
GWM
47
Geneos Wealth Management
Colorado
$23K
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$22K +$22K +512 New
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$20K
FWM
50
Focused Wealth Management
New York
$19K