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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
$22.5M +$1.01M +17,848 +5%
LPL Financial
2
LPL Financial
California
$5.11M -$197K -3,487 -4%
Wells Fargo
3
Wells Fargo
California
$3.87M +$79K +1,402 +2%
AWS
4
Atria Wealth Solutions
New York
$3.81M +$38.7K +686 +1%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.47M -$319K -5,666 -9%
Bank of America
6
Bank of America
North Carolina
$3.27M +$27.2K +482 +0.9%
AAS
7
Avantax Advisory Services
Texas
$2.98M +$123K +2,174 +4%
Goldman Sachs
8
Goldman Sachs
New York
$2.56M
AWM
9
Adams Wealth Management
Utah
$2.54M -$5.92K -105 -0.2%
CI
10
CacheTech Inc
Utah
$2.54M -$5.92K -105 -0.2%
GA
11
Goldstein Advisors
Wisconsin
$2.45M +$16.6K +295 +0.7%
GIA
12
Gladstone Institutional Advisory
Florida
$2.32M -$48K -852 -2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.89M -$153K -2,718 -8%
BAMG
14
Brand Asset Management Group
Missouri
$1.73M -$66.7K -1,183 -4%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$1.72M -$5.86K -104 -0.4%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.65M -$20.2K -358 -1%
UBS Group
17
UBS Group
Switzerland
$1.61M +$174K +3,081 +13%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.58M +$1.18K +21 +0.1%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$1.47M
PWM
20
Perigon Wealth Management
California
$1.43M +$603K +10,705 +78%
CL
21
Choreo LLC
Illinois
$1.42M +$5.07K +90 +0.4%
NFG
22
Nations Financial Group
Iowa
$1.26M -$6.65K -118 -0.5%
Ameriprise
23
Ameriprise
Minnesota
$1.25M -$718K -12,735 -37%
ACP
24
Aveo Capital Partners
Colorado
$1.17M +$620 +11 +0.1%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$890K +$676 +12 +0.1%