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iShares Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
26
Windsor Wealth Management
Indiana
$445K +$399K +12,096 New
BO
27
BRR OpCo
Ohio
$439K
Creative Planning
28
Creative Planning
Kansas
$439K
AHC
29
Adell Harriman & Carpenter
Texas
$428K
TW
30
Towerpoint Wealth
California
$417K -$6.93K -210 -2%
MML Investors Services
31
MML Investors Services
Massachusetts
$367K +$90.3K +2,736 +38%
Jane Street
32
Jane Street
New York
$359K -$762K -23,094 -70%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$356K +$319K +9,666 New
EH
34
Equitable Holdings
New York
$326K +$39.6K +1,200 +16%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$304K +$49.5K +1,500 +22%
Northern Trust
36
Northern Trust
Illinois
$298K
BRWA
37
B. Riley Wealth Advisors
Florida
$270K +$242K +7,326 New
CIBC World Market
38
CIBC World Market
Ontario, Canada
$268K -$28.3K -858 -11%
SG
39
StoneX Group
New York
$236K +$211K +6,396 New
WWM
40
Western Wealth Management
Colorado
$223K +$199K +6,042 New
EAM
41
Evanson Asset Management
California
$221K +$198K +6,000 New
BAM
42
Belpointe Asset Management
Nevada
$220K +$197K +5,970 New
DC
43
Davenport & Co
Virginia
$210K +$188K +5,700 New
RJA
44
Raymond James & Associates
Florida
$205K +$183K +5,556 New
Stifel Financial
45
Stifel Financial
Missouri
$201K +$180K +5,454 New
CAN
46
Cetera Advisor Networks
California
$195K +$175K +5,304 New
Citigroup
47
Citigroup
New York
$179K -$92.7K -2,808 -37%
EIP
48
Ellis Investment Partners
Pennsylvania
$163K
CAC
49
Certified Advisory Corp
Florida
$157K +$141K +4,260 New
PAG
50
Private Advisor Group
New Jersey
$152K +$136K +4,134 New