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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
$15.6M +$9.98M +237,504 +91%
Citadel Advisors
2
Citadel Advisors
Florida
$4.8M +$2.46M +58,480 +62%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.03M +$3.81M +90,604 +239%
LPL Financial
4
LPL Financial
California
$3.16M +$711K +16,932 +20%
Wells Fargo
5
Wells Fargo
California
$2.87M +$1.1M +26,204 +40%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.68M +$122K +2,892 +3%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.06M +$2.77M +65,904 New
Ameriprise
8
Ameriprise
Minnesota
$2.01M -$238K -5,676 -8%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.61M -$135K -3,220 -6%
Goldman Sachs
10
Goldman Sachs
New York
$1.37M
BAMG
11
Brand Asset Management Group
Missouri
$1.36M -$143K -3,400 -7%
Citigroup
12
Citigroup
New York
$1.14M +$94.9K +2,260 +7%
UBS Group
13
UBS Group
Switzerland
$1.05M -$401K -9,552 -22%
Bank of America
14
Bank of America
North Carolina
$1.02M +$681K +16,204 +98%
PWM
15
Provident Wealth Management
Tennessee
$982K -$9.58K -228 -0.7%
VFA
16
Voya Financial Advisors
Connecticut
$951K -$7.9K -188 -0.6%
CL
17
Choreo LLC
Illinois
$926K
ACP
18
Aveo Capital Partners
Colorado
$834K -$27.4K -652 -2%
AAS
19
Avantax Advisory Services
Texas
$825K +$136K +3,244 +14%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$739K +$688K +16,376 +227%
PAG
21
Private Advisor Group
New Jersey
$712K -$259K -6,172 -21%
TC
22
TAP Consulting
Missouri
$598K -$5.38K -128 -0.7%
NFG
23
Nations Financial Group
Iowa
$565K +$50.4K +1,200 +7%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$531K
JMPWA
25
JP Morgan Private Wealth Advisors
California
$471K -$418K -9,940 -40%