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iShares Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Spire Wealth Management
Virginia
$23K +$97 +2 +0.4%
SPIA
52
Steward Partners Investment Advisory
New York
$19K
TFGT
53
TS Financial Group (TSFG)
Illinois
$19K
WT
54
Washington Trust
Rhode Island
$13K
HI
55
Harbour Investments
Wisconsin
$10K +$10.9K +225 New
AIC
56
Archer Investment Corporation
Indiana
$9.2K
APA
57
American Portfolios Advisors
New York
$8.85K -$23.5K -485 -71%
FWM
58
Focused Wealth Management
New York
$4K
GRP
59
Global Retirement Partners
California
$2K
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$2K +$1.94K +40 +200%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
-$752K -14,046 Closed
Citadel Advisors
62
Citadel Advisors
Florida
-$745K -13,919 Closed
WWM
63
Western Wealth Management
Colorado
-$670K -12,516 Closed
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
-$234K -4,379 Closed
FWM
65
FFT Wealth Management
Pennsylvania
-$219K -4,084 Closed
BPA
66
Beacon Pointe Advisors
California
-$212K -3,952 Closed
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
-$25K -475 Closed
T
68
TCWP
Ohio
-$22K -420 Closed
DB
69
Dravo Bay
Delaware
-$19.1K -357 Closed
BFC
70
Bedel Financial Consulting
Indiana
-$1K -18 Closed