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iShares Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPCG
51
Matrix Private Capital Group
New York
$32K +$30.6K +672 New
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$31K
HCM
53
Highlander Capital Management
New Jersey
$29K
GWM
54
Geneos Wealth Management
Colorado
$25K
FWM
55
Focused Wealth Management
New York
$21K
TFGT
56
TS Financial Group (TSFG)
Illinois
$20K
WEC
57
Winslow Evans & Crocker
Massachusetts
$20K
RIA
58
Realta Investment Advisors
Delaware
$19K
NFG
59
Next Financial Group
Texas
$17K
AIC
60
Archer Investment Corporation
Indiana
$10K +$9.46K +208 New
OAJ
61
Ogorek Anthony Joseph
New York
$7K
CAC
62
Certified Advisory Corp
Florida
$5K -$7.46K -164 -59%
GRP
63
Global Retirement Partners
California
$3K
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$1K
Jane Street
65
Jane Street
New York
-$575K -13,144 Closed
VF
66
Virtu Financial
New York
-$459K -10,488 Closed
LFA
67
Legacy Financial Advisors
Kentucky
-$313K -7,144 Closed
BSW
68
Buckingham Strategic Wealth
Missouri
-$223K -5,096 Closed
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
-$20K -468 Closed
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
-$18K -412 Closed