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iShares Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$626K +$284K +5,202 +94%
KPWG
27
KFA Private Wealth Group
Virginia
$622K -$9.23K -169 -2%
JSA
28
Jim Saulnier & Associates
Colorado
$605K -$25.4K -465 -4%
RIA
29
Richwood Investment Advisors
Ohio
$584K -$8.74K -160 -2%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$511K +$43.2K +790 +10%
LFAS
31
Level Four Advisory Services
Texas
$509K
AF
32
Apexium Financial
Texas
$484K -$49.5K -905 -10%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$466K
PWM
34
Perigon Wealth Management
California
$441K -$5.14K -94 -1%
OFG
35
Opulen Financial Group
Virginia
$438K -$47.4K -868 -10%
PAG
36
Private Advisor Group
New Jersey
$437K -$43.2K -790 -10%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$424K +$984 +18 +0.2%
NIWA
38
New Insight Wealth Advisors
California
$414K -$26.7K -489 -6%
PCM
39
Parsons Capital Management
Rhode Island
$378K
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$369K -$167K -3,048 -33%
Mariner
41
Mariner
Kansas
$363K -$146K -2,665 -30%
PVAMC
42
PPS&V Asset Management Consultants
Michigan
$335K
CKAIS
43
Christensen King & Associates Investment Services
Washington
$331K +$273 +5 +0.1%
FA
44
Flagstar Advisors
New York
$330K -$46.4K -849 -13%
SPIA
45
Steward Partners Investment Advisory
New York
$318K +$11.5K +210 +4%
PFA
46
Pathway Financial Advisors
Vermont
$254K +$238K +4,350 New
ACA
47
Aptus Capital Advisors
Alabama
$237K +$601 +11 +0.3%
GWANC
48
Guardian Wealth Advisors (North Carolina)
North Carolina
$233K +$601 +11 +0.3%
Creative Planning
49
Creative Planning
Kansas
$229K +$3.33K +61 +2%
BPA
50
Beacon Pointe Advisors
California
$225K