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iShares Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWG
26
KFA Private Wealth Group
Virginia
$588K +$633K +10,848 New
JSA
27
Jim Saulnier & Associates
Colorado
$587K +$25.7K +441 +4%
RIA
28
Richwood Investment Advisors
Ohio
$551K -$89.9K -1,540 -13%
MML Investors Services
29
MML Investors Services
Massachusetts
$508K -$1.4K -24 -0.3%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$508K +$180K +3,088 +49%
AF
31
Apexium Financial
Texas
$499K +$232K +3,977 +76%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$490K +$29.1K +499 +6%
Mariner
33
Mariner
Kansas
$482K
LFAS
34
Level Four Advisory Services
Texas
$473K
OFG
35
Opulen Financial Group
Virginia
$454K +$642 +11 +0.1%
PAG
36
Private Advisor Group
New Jersey
$449K
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$433K
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$432K +$3.09K +53 +0.7%
PWM
39
Perigon Wealth Management
California
$415K -$980K -16,782 -69%
NIWA
40
New Insight Wealth Advisors
California
$411K -$13.2K -226 -3%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$393K +$16.5K +282 +4%
FA
42
Flagstar Advisors
New York
$352K -$7.24K -124 -2%
PCM
43
Parsons Capital Management
Rhode Island
$351K -$112K -1,920 -23%
CKAIS
44
Christensen King & Associates Investment Services
Washington
$319K +$292 +5 +0.1%
PVAMC
45
PPS&V Asset Management Consultants
Michigan
$312K
Citigroup
46
Citigroup
New York
$302K -$194K -3,318 -37%
Citadel Advisors
47
Citadel Advisors
Florida
$301K -$259K -4,431 -44%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$288K -$161K -2,757 -34%
SPIA
49
Steward Partners Investment Advisory
New York
$284K +$9.22K +158 +3%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$224K +$11K +188 +5%