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iShares Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$575K +$114 +2 +0%
RJA
27
Raymond James & Associates
Florida
$567K +$23.1K +406 +4%
LFAS
28
Level Four Advisory Services
Texas
$490K -$13.6K -240 -3%
PCM
29
Parsons Capital Management
Rhode Island
$471K
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$448K
TRCT
31
Tower Research Capital (TRC)
New York
$416K -$135K -2,378 -24%
Citigroup
32
Citigroup
New York
$406K -$180K -3,175 -30%
SPC
33
Sigma Planning Corp
Michigan
$340K +$23.9K +421 +7%
UCFA
34
United Capital Financial Advisors
Texas
$270K +$568 +10 +0.2%
Franklin Resources
35
Franklin Resources
California
$236K
FWM
36
FFT Wealth Management
Pennsylvania
$229K
BPA
37
Beacon Pointe Advisors
California
$217K +$219K +3,860 New
BC
38
Bartlett & Co
Ohio
$202K
BCWM
39
Bartlett & Co Wealth Management
Ohio
$202K
FCA
40
FinTrust Capital Advisors
South Carolina
$120K
IF
41
Ironwood Financial
Arizona
$101K
HI
42
Harbour Investments
Wisconsin
$94K -$14.7K -259 -13%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$63K
MPCG
44
Matrix Private Capital Group
New York
$44K
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$43K +$43.4K +764 New
APA
46
American Portfolios Advisors
New York
$38.3K +$114 +2 +0.3%
HCM
47
Highlander Capital Management
New Jersey
$34K
SWM
48
Spire Wealth Management
Virginia
$29K +$114 +2 +0.4%
SPIA
49
Steward Partners Investment Advisory
New York
$25K +$25K +440 New
TFGT
50
TS Financial Group (TSFG)
Illinois
$24K