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iShares Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
26
Beam Wealth Advisors
Louisiana
$811K -$23.1K -594 -3%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$755K +$366K +9,414 +97%
KAS
28
Kestra Advisory Services
Texas
$670K +$10K +258 New
CPSAC
29
Chas P. Smith & Associates (CPS)
Florida
$597K -$25.7K -660 -4%
PWS
30
Private Wealth Strategies
Ohio
$519K
WWM
31
Windsor Wealth Management
Indiana
$510K
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$478K -$2.32M -59,622 -83%
RM
33
Resource Management
Louisiana
$475K +$466K +12,000 New
BO
34
BRR OpCo
Ohio
$472K
Creative Planning
35
Creative Planning
Kansas
$472K
AHC
36
Adell Harriman & Carpenter
Texas
$460K
MML Investors Services
37
MML Investors Services
Massachusetts
$450K +$54.6K +1,404 +14%
TW
38
Towerpoint Wealth
California
$386K -$62K -1,596 -14%
DC
39
Davenport & Co
Virginia
$368K +$140K +3,600 +63%
CAN
40
Claraphi Advisory Network
United States
$368K +$361K +9,300 New
WWM
41
Western Wealth Management
Colorado
$358K +$116K +2,988 +49%
EH
42
Equitable Holdings
New York
$350K
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$327K
Northern Trust
44
Northern Trust
Illinois
$321K
SG
45
StoneX Group
New York
$291K +$37.1K +954 +15%
CIBC World Market
46
CIBC World Market
Ontario, Canada
$288K
IFG
47
Independent Financial Group
California
$267K +$262K +6,744 New
RJA
48
Raymond James & Associates
Florida
$252K +$31.5K +810 +15%
Citigroup
49
Citigroup
New York
$244K +$50.8K +1,308 +27%
EAM
50
Evanson Asset Management
California
$238K