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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
$22.1M -$358K -5,920 -2%
LPL Financial
2
LPL Financial
California
$5.1M -$5.26K -87 -0.1%
Wells Fargo
3
Wells Fargo
California
$3.91M +$37.1K +614 +0.9%
AWS
4
Atria Wealth Solutions
New York
$3.84M +$34.7K +574 +0.9%
Bank of America
5
Bank of America
North Carolina
$3.31M +$51.8K +856 +2%
AAS
6
Avantax Advisory Services
Texas
$3.14M +$163K +2,699 +5%
AWM
7
Adams Wealth Management
Utah
$2.86M +$332K +5,487 +13%
CI
8
CacheTech Inc
Utah
$2.86M +$332K +5,487 +13%
Goldman Sachs
9
Goldman Sachs
New York
$2.56M
GA
10
Goldstein Advisors
Wisconsin
$2.48M +$34.7K +574 +1%
GIA
11
Gladstone Institutional Advisory
Florida
$2.28M -$41.4K -684 -2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.02M +$131K +2,158 +7%
Raymond James Financial
13
Raymond James Financial
Florida
$1.97M +$2.04M +33,651 New
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$1.71M -$5.99K -99 -0.3%
UBS Group
15
UBS Group
Switzerland
$1.7M +$93.9K +1,553 +6%
BAMG
16
Brand Asset Management Group
Missouri
$1.7M -$27.8K -459 -2%
HighTower Advisors
17
HighTower Advisors
Illinois
$1.59M +$5.56K +92 +0.3%
PWM
18
Perigon Wealth Management
California
$1.48M +$1.39K +23 +0.1%
CL
19
Choreo LLC
Illinois
$1.44M +$5.75K +95 +0.4%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$1.38M -$114K -1,891 -7%
NFG
21
Nations Financial Group
Iowa
$1.26M -$4.05K -67 -0.3%
Ameriprise
22
Ameriprise
Minnesota
$1.25M -$1.75K -29 -0.1%
ACP
23
Aveo Capital Partners
Colorado
$1.17M -$2.18K -36 -0.2%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.01M -$664K -10,977 -39%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$806K +$525K +8,688 +172%