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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
$21.1M -$44.7K -840 -0.2%
LPL Financial
2
LPL Financial
California
$5.07M +$32.3K +607 +0.7%
AWS
3
Atria Wealth Solutions
New York
$3.56M +$22K +413 +0.7%
Wells Fargo
4
Wells Fargo
California
$3.48M +$30.6K +574 +0.9%
Bank of America
5
Bank of America
North Carolina
$3.02M +$103K +1,940 +4%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.76M +$1.54M +28,951 +144%
AAS
7
Avantax Advisory Services
Texas
$2.61M -$7.59M -142,507 -75%
MWM
8
Mittelman Wealth Management
Massachusetts
$2.55M +$2.42M +45,445 New
Goldman Sachs
9
Goldman Sachs
New York
$2.45M
AWM
10
Adams Wealth Management
Utah
$2.36M +$2.23M +41,924 New
GIA
11
Gladstone Institutional Advisory
Florida
$2.31M -$102K -1,914 -4%
GA
12
Goldstein Advisors
Wisconsin
$2.24M -$16.8K -315 -0.8%
Ameriprise
13
Ameriprise
Minnesota
$2.03M +$12.8K +241 +0.7%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.98M +$201K +3,766 +12%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.85M -$108K -2,027 -6%
BAMG
16
Brand Asset Management Group
Missouri
$1.79M -$120K -2,260 -7%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$1.61M -$39.1K -735 -3%
UBS Group
18
UBS Group
Switzerland
$1.61M -$133K -2,490 -8%
Citadel Advisors
19
Citadel Advisors
Florida
$1.57M +$1.49M +27,994 New
HighTower Advisors
20
HighTower Advisors
Illinois
$1.52M +$7.45K +140 +0.5%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$1.45M +$129K +2,421 +10%
CL
22
Choreo LLC
Illinois
$1.38M +$3.25K +61 +0.2%
NFG
23
Nations Financial Group
Iowa
$1.22M -$7.29K -137 -0.6%
Corient Private Wealth
24
Corient Private Wealth
Florida
$1.12M +$33.2K +624 +3%
ACP
25
Aveo Capital Partners
Colorado
$1.08M +$19.6K +369 +2%