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iShares Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
51
BOK Financial Private Wealth
Colorado
$40.5K
MPCG
52
Matrix Private Capital Group
New York
$37.5K
HCM
53
Highlander Capital Management
New Jersey
$29K
Comerica Bank
54
Comerica Bank
Texas
$28.7K +$30.4K +609 New
EWA
55
EverSource Wealth Advisors
Alabama
$27K
TFGT
56
TS Financial Group (TSFG)
Illinois
$20K
Jones Financial Companies
57
Jones Financial Companies
Missouri
$19.9K +$21.1K +423 New
RIA
58
Realta Investment Advisors
Delaware
$19.9K
CTA
59
Colonial Trust Advisors
South Carolina
$17.5K
CIA
60
Cape Investment Advisory
Georgia
$14.1K
WT
61
Washington Trust
Rhode Island
$14.1K
GRP
62
Global Retirement Partners
California
$13.1K
HNB
63
Huntington National Bank
Ohio
$10.5K
AIC
64
Archer Investment Corporation
Indiana
$9.79K
FWM
65
Focused Wealth Management
New York
$8.99K +$4.99K +100 +110%
WIM
66
Westside Investment Management
California
$7.53K
CSPIA
67
Cary Street Partners Investment Advisory
Virginia
$5.65K
Russell Investments Group
68
Russell Investments Group
United Kingdom
$5.53K
SS
69
Sunbelt Securities
Texas
$3.77K
JP Morgan Chase
70
JP Morgan Chase
New York
$1.7K -$1.21M -24,212 -100%
AWM
71
Adams Wealth Management
Utah
-$1.39M -27,946 Closed
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
-$231K -4,649 Closed
Jane Street
73
Jane Street
New York
-$230K -4,635 Closed
CWA
74
Continuum Wealth Advisors
New York
-$205K -4,116 Closed
FCAS
75
First Command Advisory Services
Texas
-$447 -9 Closed