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iShares Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JSA
26
Jim Saulnier & Associates
Colorado
$640K -$18K -294 -3%
RIA
27
Richwood Investment Advisors
Ohio
$635K
LFAS
28
Level Four Advisory Services
Texas
$554K
AF
29
Apexium Financial
Texas
$527K
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$514K -$40.1K -654 -7%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$507K
PWM
32
Perigon Wealth Management
California
$481K +$429 +7 +0.1%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$470K +$8.59K +140 +2%
PAG
34
Private Advisor Group
New Jersey
$443K -$31.3K -510 -7%
OFG
35
Opulen Financial Group
Virginia
$426K -$48.9K -798 -11%
NIWA
36
New Insight Wealth Advisors
California
$419K -$30.4K -496 -7%
PCM
37
Parsons Capital Management
Rhode Island
$411K
Mariner
38
Mariner
Kansas
$411K +$15.5K +252 +4%
Lido Advisors
39
Lido Advisors
California
$374K +$361K +5,892 New
SPIA
40
Steward Partners Investment Advisory
New York
$365K +$19K +310 +6%
PVAMC
41
PPS&V Asset Management Consultants
Michigan
$365K
CKAIS
42
Christensen King & Associates Investment Services
Washington
$361K +$368 +6 +0.1%
FA
43
Flagstar Advisors
New York
$359K +$61 +1 +0%
PFA
44
Pathway Financial Advisors
Vermont
$276K
ACA
45
Aptus Capital Advisors
Alabama
$258K +$797 +13 +0.3%
GWANC
46
Guardian Wealth Advisors (North Carolina)
North Carolina
$254K +$736 +12 +0.3%
Creative Planning
47
Creative Planning
Kansas
$249K
EH
48
Equitable Holdings
New York
$241K +$368 +6 +0.2%
BCWM
49
Bartlett & Co Wealth Management
Ohio
$228K
SFP
50
Strategic Financial Planning
Texas
$227K