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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
$17M -$70.9K -1,460 -0.4%
AAS
2
Avantax Advisory Services
Texas
$8.73M +$24.8K +511 +0.3%
LPL Financial
3
LPL Financial
California
$5.99M +$1.73M +35,599 +39%
UBS Group
4
UBS Group
Switzerland
$3.16M +$14.7K +303 +0.5%
Bank of America
5
Bank of America
North Carolina
$3.13M +$1.22M +25,140 +62%
AWS
6
Atria Wealth Solutions
New York
$2.95M +$74.8K +1,540 +3%
Goldman Sachs
7
Goldman Sachs
New York
$2.07M
GIA
8
Gladstone Institutional Advisory
Florida
$2.06M -$62.6K -1,290 -3%
GA
9
Goldstein Advisors
Wisconsin
$1.92M -$10.9K -225 -0.6%
Ameriprise
10
Ameriprise
Minnesota
$1.85M -$322K -6,638 -15%
BAMG
11
Brand Asset Management Group
Missouri
$1.54M -$4.37K -90 -0.3%
AWM
12
Adams Wealth Management
Utah
$1.36M +$1.4M +28,769 New
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$1.31M +$1.34M +27,694 New
HighTower Advisors
14
HighTower Advisors
Illinois
$1.28M
JP Morgan Chase
15
JP Morgan Chase
New York
$1.15M
CL
16
Choreo LLC
Illinois
$1.14M +$4.47K +92 +0.4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.12M -$33.1K -681 -3%
Wells Fargo
18
Wells Fargo
California
$1.05M -$2.2M -45,323 -67%
NFG
19
Nations Financial Group
Iowa
$1.03M -$7.72K -159 -0.7%
Osaic Holdings
20
Osaic Holdings
Arizona
$964K +$14.8K +304 +2%
Corient Private Wealth
21
Corient Private Wealth
Florida
$962K -$65.8K -1,356 -6%
ACP
22
Aveo Capital Partners
Colorado
$931K -$4.61K -95 -0.5%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$722K +$740K +15,234 New
RIA
24
Richwood Investment Advisors
Ohio
$645K -$2.91K -60 -0.4%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$614K +$190K +3,904 +43%