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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
$19.7M -$533K -9,888 -3%
LPL Financial
2
LPL Financial
California
$4.88M +$25.4K +471 +0.5%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.49M +$847K +15,712 +32%
Wells Fargo
4
Wells Fargo
California
$3.48M +$146K +2,701 +4%
AWS
5
Atria Wealth Solutions
New York
$3.46M +$46.6K +865 +1%
Bank of America
6
Bank of America
North Carolina
$2.97M +$75.5K +1,400 +3%
AAS
7
Avantax Advisory Services
Texas
$2.62M +$122K +2,262 +5%
MWM
8
Mittelman Wealth Management
Massachusetts
$2.45M -$3.02K -56 -0.1%
Goldman Sachs
9
Goldman Sachs
New York
$2.35M
AWM
10
Adams Wealth Management
Utah
$2.33M +$75.2K +1,396 +3%
CI
11
CacheTech Inc
Utah
$2.33M +$2.33M +43,320 New
GA
12
Goldstein Advisors
Wisconsin
$2.23M +$85.3K +1,583 +4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.18M +$1.29M +23,935 +145%
GIA
14
Gladstone Institutional Advisory
Florida
$2.18M -$42K -780 -2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.89M +$114K +2,113 +6%
Ameriprise
16
Ameriprise
Minnesota
$1.84M -$112K -2,069 -6%
BAMG
17
Brand Asset Management Group
Missouri
$1.65M -$63.5K -1,179 -4%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$1.58M +$38K +705 +2%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.54M -$362K -6,719 -19%
HighTower Advisors
20
HighTower Advisors
Illinois
$1.46M
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$1.37M -$15.1K -280 -1%
UBS Group
22
UBS Group
Switzerland
$1.31M -$230K -4,266 -15%
CL
23
Choreo LLC
Illinois
$1.3M -$8.09K -150 -0.6%
NFG
24
Nations Financial Group
Iowa
$1.17M +$862 +16 +0.1%
ACP
25
Aveo Capital Partners
Colorado
$1.07M -$2.75K -51 -0.3%