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iShares Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$286K +$14.7K +456 +6%
CIBC World Market
27
CIBC World Market
Ontario, Canada
$277K -$579 -18 -0.2%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$243K +$38.4K +1,194 +19%
Northern Trust
29
Northern Trust
Illinois
$229K +$223K +6,930 New
Citigroup
30
Citigroup
New York
$214K
AIP
31
Almanack Investment Partners
Pennsylvania
$205K +$6.37K +198 +3%
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$185K
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$106K
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$94K
JA
35
JOYN Advisors
Georgia
$67K +$50.6K +1,572 +336%
PA
36
Parallel Advisors
California
$56K
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$55K
UBS AM
38
UBS AM
Illinois
$54.8K
William Blair & Company
39
William Blair & Company
Illinois
$54K
IA
40
IFP Advisors
Florida
$49K +$42.4K +1,320 +815%
BCA
41
Bay Colony Advisors
Massachusetts
$48K +$46.7K +1,452 New
FHA
42
Flagship Harbor Advisors
Massachusetts
$39K +$38.8K +1,206 New
MCM
43
Mainstay Capital Management
Michigan
$33K +$32.2K +1,002 New
CPIG
44
Chicago Partners Investment Group
Illinois
$28K
APA
45
American Portfolios Advisors
New York
$26.2K +$25.5K +792 New
MA
46
MCF Advisors
Kentucky
$25K
CAC
47
Certified Advisory Corp
Florida
$17K
GRP
48
Global Retirement Partners
California
$14K
GFP
49
Gryphon Financial Partners
Ohio
$14K
AssetMark Inc
50
AssetMark Inc
California
$13K