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iShares Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
26
Perigon Wealth Management
California
$578K +$4.69K +98 +0.9%
RJA
27
Raymond James & Associates
Florida
$572K -$56K -1,170 -10%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$486K -$16K -335 -4%
LFAS
29
Level Four Advisory Services
Texas
$468K
PAG
30
Private Advisor Group
New Jersey
$465K -$21K -439 -5%
PCM
31
Parsons Capital Management
Rhode Island
$450K
Citigroup
32
Citigroup
New York
$441K +$52.4K +1,096 +15%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$429K
KAS
34
Kestra Advisory Services
Texas
$426K +$5.84K +122 +2%
CAN
35
Cetera Advisor Networks
California
$413K -$7.27K -152 -2%
NIWA
36
New Insight Wealth Advisors
California
$412K +$368K +7,686 New
MML Investors Services
37
MML Investors Services
Massachusetts
$409K +$191 +4 +0.1%
Mariner
38
Mariner
Kansas
$402K +$70K +1,463 +24%
FA
39
Flagstar Advisors
New York
$386K +$34.6K +724 +11%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$321K -$896K -18,729 -76%
PVAMC
41
PPS&V Asset Management Consultants
Michigan
$320K +$2.06K +43 +0.7%
CKAIS
42
Christensen King & Associates Investment Services
Washington
$307K +$274K +5,728 New
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$251K +$67.8K +1,417 +43%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$238K +$149K +3,120 +237%
CWA
45
Continuum Wealth Advisors
New York
$221K +$197K +4,116 New
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$215K +$192K +4,008 New
BPA
47
Beacon Pointe Advisors
California
$207K +$185K +3,860 New
MFG
48
Merit Financial Group
Georgia
$201K +$180K +3,752 New
BCWM
49
Bartlett & Co Wealth Management
Ohio
$195K
BC
50
Bartlett & Co
Ohio
$195K