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iShares Morningstar Small-Cap ETF
ISCB

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$23M -$565K -8,360 -2%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$17.6M +$14.2K +210 +0.1%
LPL Financial
3
LPL Financial
California
$12.3M +$764K +11,301 +6%
Wells Fargo
4
Wells Fargo
California
$4.67M +$20.7K +307 +0.4%
Bank of America
5
Bank of America
North Carolina
$4.14M -$176K -2,608 -4%
GA
6
Goldstein Advisors
Wisconsin
$2.41M -$80.7K -1,195 -3%
GIA
7
Gladstone Institutional Advisory
Florida
$2.35M -$27K -400 -1%
Raymond James Financial
8
Raymond James Financial
Florida
$2.19M +$28.6K +423 +1%
Citadel Advisors
9
Citadel Advisors
Florida
$2.02M -$197K -2,910 -9%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.98M -$279K -4,134 -12%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$1.91M +$27.6K +409 +1%
HighTower Advisors
12
HighTower Advisors
Illinois
$1.73M +$141K +2,094 +9%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$1.7M -$5.2K -77 -0.3%
CL
14
Choreo LLC
Illinois
$1.62M +$4.53K +67 +0.3%
UBS Group
15
UBS Group
Switzerland
$1.46M +$51.2K +758 +4%
Ameriprise
16
Ameriprise
Minnesota
$1.44M +$31.1K +460 +2%
BAMG
17
Brand Asset Management Group
Missouri
$1.4M -$89.5K -1,325 -6%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$1.39M -$62.2K -920 -4%
NFG
19
Nations Financial Group
Iowa
$1.3M -$18.9K -280 -1%
JP Morgan Chase
20
JP Morgan Chase
New York
$1.09M -$7.91K -117 -0.7%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$757K +$45.3K +670 +6%
SFP
22
Strategic Financial Planning
Texas
$750K -$164K -2,431 -68%
KPWG
23
KFA Private Wealth Group
Virginia
$702K +$6.82K +101 +0.9%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$697K +$352K +5,210 +95%
JSA
25
Jim Saulnier & Associates
Colorado
$661K -$338 -5 -0%
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