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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
$21.2M -$112K -2,057 -0.6%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$11.5M +$10.3M +188,000 +2,080%
LPL Financial
3
LPL Financial
California
$8.99M +$3.82M +69,909 +83%
Wells Fargo
4
Wells Fargo
California
$4.17M +$122K +2,235 +3%
Bank of America
5
Bank of America
North Carolina
$3.82M +$428K +7,839 +14%
AAS
6
Avantax Advisory Services
Texas
$3.45M +$344K +6,303 +12%
Goldman Sachs
7
Goldman Sachs
New York
$2.54M
GA
8
Goldstein Advisors
Wisconsin
$2.44M +$4.48K +82 +0.2%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.32M +$1.88M +34,449 +648%
GIA
10
Gladstone Institutional Advisory
Florida
$2.21M -$22.4K -410 -1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.13M -$90.5K -1,657 -4%
Raymond James Financial
12
Raymond James Financial
Florida
$1.95M -$20.4K -374 -1%
UBS Group
13
UBS Group
Switzerland
$1.7M -$185K -3,380 -10%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$1.69M -$9.67K -177 -0.6%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$1.53M -$5.46K -100 -0.4%
BAMG
16
Brand Asset Management Group
Missouri
$1.45M -$229K -4,182 -14%
CL
17
Choreo LLC
Illinois
$1.44M +$4.21K +77 +0.3%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.41M
Ameriprise
19
Ameriprise
Minnesota
$1.31M +$929 +17 +0.1%
NFG
20
Nations Financial Group
Iowa
$1.21M -$1.48K -27 -0.1%
AWM
21
Adams Wealth Management
Utah
$994K -$1.75M -31,935 -65%
CI
22
CacheTech Inc
Utah
$994K -$1.75M -31,935 -65%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$990K +$182K +3,339 +24%
JP Morgan Chase
24
JP Morgan Chase
New York
$955K -$193K -3,530 -18%
Osaic Holdings
25
Osaic Holdings
Arizona
$711K +$28.7K +525 +4%