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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
$37.5K
HCM
52
Highlander Capital Management
New Jersey
$29K
EWA
53
EverSource Wealth Advisors
Alabama
$27.2K +$27.9K +574 New
TFGT
54
TS Financial Group (TSFG)
Illinois
$20K
CTA
55
Colonial Trust Advisors
South Carolina
$17.6K
WT
56
Washington Trust
Rhode Island
$14.2K
CIA
57
Cape Investment Advisory
Georgia
$14.2K +$14.6K +300 New
GRP
58
Global Retirement Partners
California
$13.1K
BAM
59
Belpointe Asset Management
Nevada
$12K -$8.16K -168 -40%
HNB
60
Huntington National Bank
Ohio
$10.6K
AIC
61
Archer Investment Corporation
Indiana
$9.86K
WIM
62
Westside Investment Management
California
$7.58K +$7.77K +160 New
ASN
63
Advisory Services Network
Georgia
$6.17K
CSPIA
64
Cary Street Partners Investment Advisory
Virginia
$5.69K
FWM
65
Focused Wealth Management
New York
$4.3K +$49 +1 +1%
SS
66
Sunbelt Securities
Texas
$3.71K +$3.88K +80 New
Citadel Advisors
67
Citadel Advisors
Florida
-$1.27M -27,825 Closed
FTUS
68
Flow Traders U.S.
New York
-$531K -11,634 Closed
MCC
69
Money Concepts Capital
Florida
-$32.8K -720 Closed
RIA
70
Realta Investment Advisors
Delaware
-$18.2K -400 Closed
ADL
71
Asset Dedication LLC
California
-$17K -372 Closed
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
-$2K -60 Closed