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iShares Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.3M -$317K -6,968 -3%
Citadel Advisors
2
Citadel Advisors
Florida
$4.47M +$411K +9,036 +11%
LPL Financial
3
LPL Financial
California
$3.97M +$172K +3,772 +5%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.9M +$1.65M +36,396 +79%
Ameriprise
5
Ameriprise
Minnesota
$3.29M -$1.94M -42,560 -38%
ASN
6
Advisory Services Network
Georgia
$3.11M -$615K -13,516 -17%
Wells Fargo
7
Wells Fargo
California
$3.09M +$80.9K +1,780 +3%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$2.7M +$1.97M +43,244 +309%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.58M +$292K +6,412 +13%
BAMG
10
Brand Asset Management Group
Missouri
$2.22M -$3.09K -68 -0.1%
Goldman Sachs
11
Goldman Sachs
New York
$2.06M
UBS Group
12
UBS Group
Switzerland
$2.03M -$176K -3,880 -8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.79M -$6.73M -148,108 -80%
Citigroup
14
Citigroup
New York
$1.61M +$57.8K +1,272 +4%
PWM
15
Provident Wealth Management
Tennessee
$1.49M +$1.44M +31,576 New
VFA
16
Voya Financial Advisors
Connecticut
$1.43M -$132K -2,896 -9%
CL
17
Choreo LLC
Illinois
$1.4M +$9.09K +200 +0.7%
PAG
18
Private Advisor Group
New Jersey
$1.36M -$66.6K -1,464 -5%
ACP
19
Aveo Capital Partners
Colorado
$1.29M
JMPWA
20
JP Morgan Private Wealth Advisors
California
$1.18M +$182 +4 +0%
AAS
21
Avantax Advisory Services
Texas
$1.09M +$227K +4,996 +28%
TC
22
TAP Consulting
Missouri
$908K +$3.27K +72 +0.4%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$800K -$28K -616 -4%
NFG
24
Nations Financial Group
Iowa
$794K +$11.5K +252 +2%
Bank of America
25
Bank of America
North Carolina
$778K +$31.8K +700 +4%