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iShares Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCC
51
Money Concepts Capital
Florida
$32.8K -$7.94K -172 -19%
HCM
52
Highlander Capital Management
New Jersey
$28K
BAM
53
Belpointe Asset Management
Nevada
$19.2K +$19.4K +421 New
TFGT
54
TS Financial Group (TSFG)
Illinois
$19K
RIA
55
Realta Investment Advisors
Delaware
$18.2K
ADL
56
Asset Dedication LLC
California
$17K +$17.2K +372 New
CTA
57
Colonial Trust Advisors
South Carolina
$17K +$17.2K +372 New
WT
58
Washington Trust
Rhode Island
$13.7K
GRP
59
Global Retirement Partners
California
$13.1K +$10.7K +231 +413%
AIC
60
Archer Investment Corporation
Indiana
$9.48K
ASN
61
Advisory Services Network
Georgia
$5.91K +$6K +130 New
CSPIA
62
Cary Street Partners Investment Advisory
Virginia
$5.47K +$5.54K +120 New
FWM
63
Focused Wealth Management
New York
$4.12K
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$2K
TRCT
65
Tower Research Capital (TRC)
New York
-$927K -21,708 Closed
PAG
66
Private Advisor Group
New Jersey
-$498K -11,672 Closed
Mariner
67
Mariner
Kansas
-$233K -5,449 Closed
UCFA
68
United Capital Financial Advisors
Texas
-$207K -4,849 Closed
GWSG
69
GPS Wealth Strategies Group
Colorado
-$17K -401 Closed
HI
70
Harbour Investments
Wisconsin
-$10K -225 Closed
OPW
71
Oxler Private Wealth
New York
-$4.52K -40 Closed