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iShares Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$41K
APA
52
American Portfolios Advisors
New York
$36.7K
HCM
53
Highlander Capital Management
New Jersey
$33K
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$30K +$14K +263 +89%
SWM
55
Spire Wealth Management
Virginia
$27K +$106 +2 +0.4%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$25K +$24.1K +455 +2,275%
SPIA
57
Steward Partners Investment Advisory
New York
$24K
TFGT
58
TS Financial Group (TSFG)
Illinois
$22K
T
59
TCWP
Ohio
$22K +$22.3K +420 New
DB
60
Dravo Bay
Delaware
$19.1K +$18.9K +357 New
WT
61
Washington Trust
Rhode Island
$16K
AIC
62
Archer Investment Corporation
Indiana
$10.7K
FWM
63
Focused Wealth Management
New York
$5K
GRP
64
Global Retirement Partners
California
$3K +$2.23K +42 +300%
BFC
65
Bedel Financial Consulting
Indiana
$1K +$955 +18 New
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$1K +$1.06K +20 New
SFS
67
Sowell Financial Services
Arkansas
-$2.14M -37,349 Closed
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
-$1.21M -21,161 Closed
LP
69
LGL Partners
Pennsylvania
-$234K -4,084 Closed
TC
70
TAP Consulting
Missouri
-$159K -2,776 Closed
CA
71
Cornerstone Advisory
Maryland
-$111K -1,944 Closed
SFM
72
Signet Financial Management
New Jersey
-$55K -960 Closed
KFP
73
KB Financial Partners
New Jersey
-$3K -52 Closed