We are live on ! Find out more
ISCB icon

iShares Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.4M -$404K -8,744 -2%
AAS
2
Avantax Advisory Services
Texas
$8.37M +$372K +8,067 +5%
LPL Financial
3
LPL Financial
California
$4.14M +$313K +6,779 +8%
Wells Fargo
4
Wells Fargo
California
$3.08M +$788K +17,074 +34%
UBS Group
5
UBS Group
Switzerland
$3.03M +$1.13M +24,394 +58%
AWS
6
Atria Wealth Solutions
New York
$2.76M -$8.82K -191 -0.3%
Ameriprise
7
Ameriprise
Minnesota
$2.08M -$134K -2,905 -6%
GIA
8
Gladstone Institutional Advisory
Florida
$2.04M +$215K +4,650 +12%
Goldman Sachs
9
Goldman Sachs
New York
$1.99M
Bank of America
10
Bank of America
North Carolina
$1.86M +$141K +3,046 +8%
GA
11
Goldstein Advisors
Wisconsin
$1.86M +$1.88M +40,759 New
BAMG
12
Brand Asset Management Group
Missouri
$1.48M
Citadel Advisors
13
Citadel Advisors
Florida
$1.27M +$111K +2,408 +9%
HighTower Advisors
14
HighTower Advisors
Illinois
$1.23M
SAS
15
Sanford Advisory Services
Michigan
$1.2M +$143K +3,093 +13%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.11M -$148K -3,197 -12%
JP Morgan Chase
17
JP Morgan Chase
New York
$1.11M
CL
18
Choreo LLC
Illinois
$1.1M +$11K +239 +1%
NFG
19
Nations Financial Group
Iowa
$1,000K +$323 +7 +0%
Osaic Holdings
20
Osaic Holdings
Arizona
$915K -$2.17M -46,968 -70%
ACP
21
Aveo Capital Partners
Colorado
$900K +$693 +15 +0.1%
RIA
22
Richwood Investment Advisors
Ohio
$624K
RJA
23
Raymond James & Associates
Florida
$550K +$40.7K +881 +8%
FTUS
24
Flow Traders U.S.
New York
$531K -$382K -8,271 -42%
JMPWA
25
JP Morgan Private Wealth Advisors
California
$471K +$139 +3 +0%