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iShares Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
51
Equitable Holdings
New York
$221K +$328 +6 +0.2%
BCWM
52
Bartlett & Co Wealth Management
Ohio
$210K
SFP
53
Strategic Financial Planning
Texas
$209K +$196K +3,580 New
SDWMA
54
Schneider Downs Wealth Management Advisors
Pennsylvania
$208K +$195K +3,572 New
MFG
55
Merit Financial Group
Georgia
$205K +$192K +3,522 New
Franklin Resources
56
Franklin Resources
California
$146K
Citigroup
57
Citigroup
New York
$145K -$169K -3,085 -55%
NS
58
NBC Securities
Alabama
$126K
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$98K +$67.5K +1,236 +280%
Jones Financial Companies
60
Jones Financial Companies
Missouri
$94.7K -$8.47K -155 -9%
WA
61
WPG Advisers
Maryland
$94.2K
FFA
62
Farther Finance Advisors
California
$90.4K
TCA
63
Trifecta Capital Advisors
Illinois
$74.4K
Comerica Bank
64
Comerica Bank
Texas
$72.3K +$17K +312 +34%
PS
65
Principal Securities
Iowa
$71.1K +$1.37K +25 +2%
MPCG
66
Matrix Private Capital Group
New York
$46.2K
KFI
67
Key Financial Inc
Pennsylvania
$45K +$3K +55 +8%
GWSA
68
Global Wealth Strategies & Associates
Colorado
$35K
EWA
69
EverSource Wealth Advisors
Alabama
$33.5K
NA
70
NewEdge Advisors
Louisiana
$32.5K +$55 +1 +0.2%
TFGT
71
TS Financial Group (TSFG)
Illinois
$24K
OP
72
ORG Partners
Indiana
$21.2K
CIA
73
Cape Investment Advisory
Georgia
$17.5K
GRP
74
Global Retirement Partners
California
$16.7K +$15.7K +287 New
CTA
75
Colonial Trust Advisors
South Carolina
$14.4K