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iShares Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$452K +$10K +217 +2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$414K -$13.7K -297 -3%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$411K -$12.2K -265 -3%
FA
29
Flagstar Advisors
New York
$406K +$2.08K +45 +0.5%
KAS
30
Kestra Advisory Services
Texas
$399K -$42.7K -925 -10%
LFAS
31
Level Four Advisory Services
Texas
$398K
IAG
32
Ipsen Advisor Group
Arkansas
$394K +$399K +8,648 New
PCM
33
Parsons Capital Management
Rhode Island
$383K
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$365K
CAN
35
Cetera Advisor Networks
California
$351K -$23.1K -500 -6%
Citigroup
36
Citigroup
New York
$330K +$600 +13 +0.2%
SPC
37
Sigma Planning Corp
Michigan
$284K -$11.6K -252 -4%
PVAMC
38
PPS&V Asset Management Consultants
Michigan
$269K +$272K +5,901 New
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$216K +$219K +4,745 New
Franklin Resources
40
Franklin Resources
California
$192K
BCWM
41
Bartlett & Co Wealth Management
Ohio
$164K
BC
42
Bartlett & Co
Ohio
$164K
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$107K +$51.5K +1,116 +91%
FCA
44
FinTrust Capital Advisors
South Carolina
$97.6K
FFA
45
Farther Finance Advisors
California
$70.8K +$71.7K +1,552 New
Fidelity Investments
46
Fidelity Investments
Massachusetts
$60.5K +$1.25K +27 +2%
SPIA
47
Steward Partners Investment Advisory
New York
$52K
BFPW
48
BOK Financial Private Wealth
Colorado
$39K
MPCG
49
Matrix Private Capital Group
New York
$36.1K
Corient Private Wealth
50
Corient Private Wealth
Florida
$35.6K +$999K +21,647 New