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iShares Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$615K -$28.1K -597 -5%
RJA
27
Raymond James & Associates
Florida
$580K +$20.5K +436 +4%
PWM
28
Perigon Wealth Management
California
$538K +$509K +10,816 New
JMPWA
29
JP Morgan Private Wealth Advisors
California
$513K +$94 +2 +0%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$512K +$23.6K +500 +5%
PAG
31
Private Advisor Group
New Jersey
$475K
LFAS
32
Level Four Advisory Services
Texas
$434K
PCM
33
Parsons Capital Management
Rhode Island
$418K
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$398K
FA
35
Flagstar Advisors
New York
$386K -$2.87K -61 -0.8%
CAN
36
Cetera Advisor Networks
California
$383K
KAS
37
Kestra Advisory Services
Texas
$378K +$11.1K +236 +3%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$374K -$85.6K -1,818 -19%
Citigroup
39
Citigroup
New York
$359K +$377 +8 +0.1%
PVAMC
40
PPS&V Asset Management Consultants
Michigan
$295K +$659 +14 +0.2%
MML Investors Services
41
MML Investors Services
Massachusetts
$240K +$227K +4,818 New
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$231K -$565 -12 -0.3%
Jane Street
43
Jane Street
New York
$230K +$218K +4,635 New
Franklin Resources
44
Franklin Resources
California
$209K
CWA
45
Continuum Wealth Advisors
New York
$205K +$194K +4,116 New
BC
46
Bartlett & Co
Ohio
$179K
BCWM
47
Bartlett & Co Wealth Management
Ohio
$179K
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$162K +$42.3K +898 +38%
FCA
49
FinTrust Capital Advisors
South Carolina
$97.6K
Fidelity Investments
50
Fidelity Investments
Massachusetts
$82.3K +$15.5K +329 +25%