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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
$23.5M +$467K +7,610 +2%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$16.8M +$4.2M +68,405 +35%
LPL Financial
3
LPL Financial
California
$10.8M +$952K +15,516 +10%
Wells Fargo
4
Wells Fargo
California
$4.51M -$24.7K -403 -0.6%
Bank of America
5
Bank of America
North Carolina
$4.26M +$92K +1,500 +2%
Goldman Sachs
6
Goldman Sachs
New York
$2.77M
GA
7
Goldstein Advisors
Wisconsin
$2.5M -$150K -2,438 -6%
GIA
8
Gladstone Institutional Advisory
Florida
$2.38M -$23K -375 -1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.26M -$58.1K -947 -3%
Raymond James Financial
10
Raymond James Financial
Florida
$2.11M -$11.6K -189 -0.6%
Citadel Advisors
11
Citadel Advisors
Florida
$2M +$1.27M +20,726 +193%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$1.84M
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$1.66M -$61 -1 -0%
CL
14
Choreo LLC
Illinois
$1.57M +$5.21K +85 +0.3%
BAMG
15
Brand Asset Management Group
Missouri
$1.54M -$36.5K -595 -2%
HighTower Advisors
16
HighTower Advisors
Illinois
$1.53M -$4.72K -77 -0.3%
Ameriprise
17
Ameriprise
Minnesota
$1.43M +$11.9K +194 +0.9%
UBS Group
18
UBS Group
Switzerland
$1.43M -$412K -6,718 -23%
NFG
19
Nations Financial Group
Iowa
$1.32M -$3.31K -54 -0.3%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$1.12M +$42.1K +686 +4%
JP Morgan Chase
21
JP Morgan Chase
New York
$1.04M +$736 +12 +0.1%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$853K +$437K +7,131 +113%
Osaic Holdings
23
Osaic Holdings
Arizona
$784K +$14.9K +243 +2%
KPWG
24
KFA Private Wealth Group
Virginia
$677K
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$658K -$1.8M -29,387 -74%