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iShares Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.07M +$101K +1,900 +11%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$927K +$560K +10,510 +175%
RIA
28
Richwood Investment Advisors
Ohio
$720K -$33.4K -628 -5%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$657K -$105K -1,968 -14%
RJA
30
Raymond James & Associates
Florida
$610K +$9.85K +185 +2%
PWM
31
Perigon Wealth Management
California
$604K -$2.34K -44 -0.4%
PAG
32
Private Advisor Group
New Jersey
$488K
Citigroup
33
Citigroup
New York
$484K +$20.6K +386 +5%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$481K +$455K +8,553 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$474K -$34K -639 -7%
PCM
36
Parsons Capital Management
Rhode Island
$472K
LFAS
37
Level Four Advisory Services
Texas
$468K
KAS
38
Kestra Advisory Services
Texas
$453K +$6.12K +115 +1%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$450K
NIWA
40
New Insight Wealth Advisors
California
$445K +$12K +225 +3%
CAN
41
Cetera Advisor Networks
California
$433K +$53 +1 +0%
MML Investors Services
42
MML Investors Services
Massachusetts
$420K -$8.73K -164 -2%
Mariner
43
Mariner
Kansas
$417K -$4.58K -86 -1%
ACA
44
Aptus Capital Advisors
Alabama
$377K +$357K +6,700 New
GWANC
45
Guardian Wealth Advisors (North Carolina)
North Carolina
$377K +$357K +6,700 New
FA
46
Flagstar Advisors
New York
$370K -$33.6K -631 -9%
PVAMC
47
PPS&V Asset Management Consultants
Michigan
$337K +$639 +12 +0.2%
CKAIS
48
Christensen King & Associates Investment Services
Washington
$322K +$213 +4 +0.1%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$300K +$47.7K +895 +20%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$264K +$958 +18 +0.4%