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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
$18.1M +$272K +5,785 +2%
AAS
2
Avantax Advisory Services
Texas
$9.17M +$12.2K +258 +0.1%
LPL Financial
3
LPL Financial
California
$6.75M +$439K +9,314 +7%
Bank of America
4
Bank of America
North Carolina
$3.34M +$52.4K +1,113 +2%
Wells Fargo
5
Wells Fargo
California
$3.12M +$1.91M +40,445 +182%
AWS
6
Atria Wealth Solutions
New York
$3.08M -$9.89K -210 -0.3%
Goldman Sachs
7
Goldman Sachs
New York
$2.17M
GIA
8
Gladstone Institutional Advisory
Florida
$2.15M -$11.8K -250 -0.6%
GA
9
Goldstein Advisors
Wisconsin
$2.06M +$43.6K +925 +2%
Ameriprise
10
Ameriprise
Minnesota
$1.93M -$5.18K -110 -0.3%
BAMG
11
Brand Asset Management Group
Missouri
$1.61M -$1.13K -24 -0.1%
UBS Group
12
UBS Group
Switzerland
$1.48M -$1.74M -36,855 -55%
AWM
13
Adams Wealth Management
Utah
$1.39M -$38.8K -823 -3%
HighTower Advisors
14
HighTower Advisors
Illinois
$1.34M
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$1.31M -$64.1K -1,361 -5%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.3M +$277K +5,882 +29%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.21M +$35.1K +745 +3%
JP Morgan Chase
18
JP Morgan Chase
New York
$1.21M
CL
19
Choreo LLC
Illinois
$1.2M +$3.44K +73 +0.3%
NFG
20
Nations Financial Group
Iowa
$1.09M +$9.37K +199 +0.9%
ACP
21
Aveo Capital Partners
Colorado
$977K +$424 +9 +0%
Corient Private Wealth
22
Corient Private Wealth
Florida
$962K -$44.3K -941 -5%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$720K +$249K +5,278 +57%
RIA
24
Richwood Investment Advisors
Ohio
$674K -$2.83K -60 -0.4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$635K -$116K -2,454 -16%