We are live on ! Find out more
ISCB icon

iShares Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
26
Richwood Investment Advisors
Ohio
$633K -$5.73K -115 -0.8%
RJA
27
Raymond James & Associates
Florida
$558K +$8.53K +171 +1%
PWM
28
Perigon Wealth Management
California
$503K -$6.18K -124 -1%
JMPWA
29
JP Morgan Private Wealth Advisors
California
$481K -$5.63K -113 -1%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$442K -$44.4K -891 -9%
PAG
31
Private Advisor Group
New Jersey
$429K -$21.9K -440 -5%
LFAS
32
Level Four Advisory Services
Texas
$411K
PCM
33
Parsons Capital Management
Rhode Island
$395K
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$377K
CAN
35
Cetera Advisor Networks
California
$370K +$7.48K +150 +2%
KAS
36
Kestra Advisory Services
Texas
$368K +$11.5K +231 +3%
MML Investors Services
37
MML Investors Services
Massachusetts
$359K +$140K +2,810 +58%
Citigroup
38
Citigroup
New York
$336K -$4.04K -81 -1%
FA
39
Flagstar Advisors
New York
$307K -$64K -1,283 -17%
Mariner
40
Mariner
Kansas
$284K +$301K +6,033 New
PVAMC
41
PPS&V Asset Management Consultants
Michigan
$279K
BCWM
42
Bartlett & Co Wealth Management
Ohio
$170K
BC
43
Bartlett & Co
Ohio
$170K
Franklin Resources
44
Franklin Resources
California
$165K -$34.9K -700 -17%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$153K -$199 -4 -0.1%
NS
46
NBC Securities
Alabama
$106K +$113K +2,270 New
FCA
47
FinTrust Capital Advisors
South Carolina
$101K
FFA
48
Farther Finance Advisors
California
$73.1K
Fidelity Investments
49
Fidelity Investments
Massachusetts
$61.9K -$16.9K -340 -21%
SPIA
50
Steward Partners Investment Advisory
New York
$53.8K