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iShares Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
26
Flagstar Advisors
New York
$589K -$7.87K -136 -1%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$587K +$116 +2 +0%
RJA
28
Raymond James & Associates
Florida
$579K +$231 +4 +0%
KAS
29
Kestra Advisory Services
Texas
$518K -$105K -1,810 -17%
LFAS
30
Level Four Advisory Services
Texas
$499K
PCM
31
Parsons Capital Management
Rhode Island
$481K
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$458K
Citigroup
33
Citigroup
New York
$409K -$5.32K -92 -1%
SPC
34
Sigma Planning Corp
Michigan
$371K +$24.7K +426 +7%
WWM
35
Western Wealth Management
Colorado
$360K +$361K +6,245 New
UCFA
36
United Capital Financial Advisors
Texas
$276K +$694 +12 +0.2%
Franklin Resources
37
Franklin Resources
California
$240K
FWM
38
FFT Wealth Management
Pennsylvania
$234K
LP
39
LGL Partners
Pennsylvania
$234K +$236K +4,084 New
BC
40
Bartlett & Co
Ohio
$206K
BCWM
41
Bartlett & Co Wealth Management
Ohio
$206K
TC
42
TAP Consulting
Missouri
$159K +$161K +2,776 New
FCA
43
FinTrust Capital Advisors
South Carolina
$122K
CA
44
Cornerstone Advisory
Maryland
$111K +$113K +1,944 New
S
45
Surevest
California
$72K +$73K +1,262 New
Fidelity Investments
46
Fidelity Investments
Massachusetts
$64K
SFM
47
Signet Financial Management
New Jersey
$55K +$55.6K +960 New
MCC
48
Money Concepts Capital
Florida
$51K +$51.6K +892 New
MPCG
49
Matrix Private Capital Group
New York
$45K
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$44K