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iShares Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$275K
BCWM
52
Bartlett & Co Wealth Management
Ohio
$272K
SFP
53
Strategic Financial Planning
Texas
$270K +$173K +2,431 +212%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$264K +$213 +3 +0.1%
KAS
55
Kestra Advisory Services
Texas
$244K -$22.9K -322 -9%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$233K
SDWMA
57
Schneider Downs Wealth Management Advisors
Pennsylvania
$230K +$216K +3,040 New
PS
58
Principal Securities
Iowa
$226K +$213K +2,998 New
CIA
59
Compass Ion Advisors
Pennsylvania
$222K +$209K +2,936 New
SC
60
Savant Capital
Illinois
$216K +$203K +2,858 New
SFG
61
Sage Financial Group
Pennsylvania
$203K +$191K +2,685 New
NS
62
NBC Securities
Alabama
$176K
KFI
63
Key Financial Inc
Pennsylvania
$175K +$36.4K +512 +28%
JAWA
64
John A. Wolfe & Associates
Michigan
$169K
PTC
65
Private Trust Company
Ohio
$161K
Citigroup
66
Citigroup
New York
$159K +$995 +14 +0.7%
WA
67
WPG Advisers
Maryland
$122K
FFA
68
Farther Finance Advisors
California
$117K
GWM
69
Geneos Wealth Management
Colorado
$104K
IWC
70
Integrated Wealth Concepts
Massachusetts
$75.3K +$70.9K +997 New
MPCG
71
Matrix Private Capital Group
New York
$59.8K
AssetMark Inc
72
AssetMark Inc
California
$58.7K -$8.1K -114 -13%
LFG
73
Larson Financial Group
Missouri
$49K +$45.4K +639 +6,390%
SFAM
74
Sawyer Falduto Asset Management
Illinois
$47.5K
EWA
75
EverSource Wealth Advisors
Alabama
$43.3K -$40.8K -574 -50%