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iShares Morningstar Small-Cap ETF
ISCB

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$22.7M -$830K -14,299 -4%
LPL Financial
2
LPL Financial
California
$6.25M +$105K +1,805 +2%
Osaic Holdings
3
Osaic Holdings
Arizona
$4.09M +$89.6K +1,544 +2%
AAS
4
Avantax Advisory Services
Texas
$3.8M +$526K +9,063 +16%
Ameriprise
5
Ameriprise
Minnesota
$3.16M -$234K -4,027 -7%
Wells Fargo
6
Wells Fargo
California
$2.19M -$84.5K -1,455 -4%
BAMG
7
Brand Asset Management Group
Missouri
$2.14M -$35.4K -610 -2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.05M -$255K -4,386 -11%
UBS Group
9
UBS Group
Switzerland
$1.95M -$4.47K -77 -0.2%
Bank of America
10
Bank of America
North Carolina
$1.93M +$89.4K +1,541 +5%
SAS
11
Sanford Advisory Services
Michigan
$1.66M -$85K -1,464 -5%
JP Morgan Chase
12
JP Morgan Chase
New York
$1.42M – – –
CL
13
Choreo LLC
Illinois
$1.39M +$5.8K +100 +0.4%
ACP
14
Aveo Capital Partners
Colorado
$1.37M -$4.93K -85 -0.4%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.32M -$3.48M -59,921 -73%
NFG
16
Nations Financial Group
Iowa
$1.29M +$31.8K +547 +3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.12M +$11.3K +195 +1%
Citadel Advisors
18
Citadel Advisors
Florida
$1.1M -$7.3M -125,784 -87%
SFS
19
Sowell Financial Services
Arkansas
$1.07M -$1.62M -27,985 -61%
PAG
20
Private Advisor Group
New Jersey
$927K +$9.46K +163 +1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$922K -$4.1M -70,672 -82%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$704K -$5.86K -101 -0.8%
KAS
23
Kestra Advisory Services
Texas
$622K -$163K -2,810 -21%
Citigroup
24
Citigroup
New York
$611K -$24.5K -422 -4%
JMPWA
25
JP Morgan Private Wealth Advisors
California
$601K +$25.7K +442 +5%
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