We are live on ! Find out more
ISCB icon

iShares Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAC
26
Certified Advisory Corp
Florida
$365K +$338K +9,524 +8,504%
LFAS
27
Level Four Advisory Services
Texas
$330K
PCM
28
Parsons Capital Management
Rhode Island
$329K
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$302K
BMCM
30
Bryn Mawr Capital Management
Pennsylvania
$209K +$196K +5,512 New
SPC
31
Sigma Planning Corp
Michigan
$207K +$194K +5,460 New
Franklin Resources
32
Franklin Resources
California
$180K +$163K +4,600 New
BCWM
33
Bartlett & Co Wealth Management
Ohio
$136K +$128K +3,600 New
BC
34
Bartlett & Co
Ohio
$136K +$128K +3,600 New
IF
35
Ironwood Financial
Arizona
$91K
FCA
36
FinTrust Capital Advisors
South Carolina
$81K
CAN
37
Cetera Advisor Networks
California
$69K +$64.4K +1,812 New
SFS
38
Sowell Financial Services
Arkansas
$66K
Fidelity Investments
39
Fidelity Investments
Massachusetts
$51K +$2.7K +76 +6%
APA
40
American Portfolios Advisors
New York
$30.7K +$4.69K +132 +19%
MPCG
41
Matrix Private Capital Group
New York
$25K
HCM
42
Highlander Capital Management
New Jersey
$23K
FWM
43
Focused Wealth Management
New York
$17K
TFGT
44
TS Financial Group (TSFG)
Illinois
$16K
ABC
45
Associated Banc-Corp
Wisconsin
$12K +$11.4K +320 New
AIC
46
Archer Investment Corporation
Indiana
$7.87K
OAJ
47
Ogorek Anthony Joseph
New York
$5K
GRP
48
Global Retirement Partners
California
$2K
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$1K
Citadel Advisors
50
Citadel Advisors
Florida
-$4.8M -153,248 Closed