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iShares Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
51
Schneider Downs Wealth Management Advisors
Pennsylvania
$227K
MFG
52
Merit Financial Group
Georgia
$224K +$184 +3 +0.1%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$217K +$210K +3,428 New
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$205K +$197K +3,210 New
Jones Financial Companies
55
Jones Financial Companies
Missouri
$183K +$76.8K +1,253 +77%
Citigroup
56
Citigroup
New York
$166K +$7.97K +130 +5%
NS
57
NBC Securities
Alabama
$138K
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$106K
WA
59
WPG Advisers
Maryland
$103K
FFA
60
Farther Finance Advisors
California
$98.4K
PS
61
Principal Securities
Iowa
$78.2K +$736 +12 +1%
AssetMark Inc
62
AssetMark Inc
California
$77K +$74.5K +1,214 New
KFI
63
Key Financial Inc
Pennsylvania
$73.6K +$23.5K +383 +50%
Comerica Bank
64
Comerica Bank
Texas
$70.2K -$8.28K -135 -11%
ATS
65
Ashton Thomas Securities
New York
$69.8K +$67.5K +1,100 New
MPCG
66
Matrix Private Capital Group
New York
$50.2K
GWSA
67
Global Wealth Strategies & Associates
Colorado
$38.1K +$61 +1 +0.2%
EWA
68
EverSource Wealth Advisors
Alabama
$36.4K
NA
69
NewEdge Advisors
Louisiana
$35.5K
TFGT
70
TS Financial Group (TSFG)
Illinois
$27K
OP
71
ORG Partners
Indiana
$22.8K
GRP
72
Global Retirement Partners
California
$18.2K
CTA
73
Colonial Trust Advisors
South Carolina
$15.7K
AIC
74
Archer Investment Corporation
Indiana
$13.2K
GWM
75
Geneos Wealth Management
Colorado
$12K