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iShares Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$469K -$6.11K -136 -1%
LFAS
27
Level Four Advisory Services
Texas
$431K
PCM
28
Parsons Capital Management
Rhode Island
$429K
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$394K
SPC
30
Sigma Planning Corp
Michigan
$272K -$8.81K -196 -3%
WWM
31
Western Wealth Management
Colorado
$271K +$8.81K +196 +4%
UCFA
32
United Capital Financial Advisors
Texas
$236K +$215K +4,788 New
Franklin Resources
33
Franklin Resources
California
$227K
BPA
34
Beacon Pointe Advisors
California
$218K +$199K +4,432 New
FWM
35
FFT Wealth Management
Pennsylvania
$201K +$184K +4,084 New
LP
36
LGL Partners
Pennsylvania
$201K +$184K +4,084 New
BSW
37
Buckingham Strategic Wealth
Missouri
$200K +$182K +4,056 New
BC
38
Bartlett & Co
Ohio
$178K
BCWM
39
Bartlett & Co Wealth Management
Ohio
$178K
FCA
40
FinTrust Capital Advisors
South Carolina
$106K
IF
41
Ironwood Financial
Arizona
$101K
SFS
42
Sowell Financial Services
Arkansas
$86K
FPW
43
Flagship Private Wealth
Massachusetts
$68.4K +$60.2K +1,340 New
Fidelity Investments
44
Fidelity Investments
Massachusetts
$52K -$13.3K -296 -22%
MCC
45
Money Concepts Capital
Florida
$44K +$40.1K +892 New
APA
46
American Portfolios Advisors
New York
$40.1K
MPCG
47
Matrix Private Capital Group
New York
$33K
HCM
48
Highlander Capital Management
New Jersey
$30K
TFGT
49
TS Financial Group (TSFG)
Illinois
$21K
NFG
50
Next Financial Group
Texas
$18K