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iShares Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJA
51
Raymond James & Associates
Florida
$407K +$8.69K +227 +2%
WWM
52
Western Wealth Management
Colorado
$382K +$57.4K +1,500 +16%
AAS
53
Ameritas Advisory Services
Nebraska
$369K -$73.9K -1,929 -15%
EH
54
Equitable Holdings
New York
$357K +$65.7K +1,715 +20%
CW
55
CreativeOne Wealth
Kansas
$327K +$361K +9,422 New
AHC
56
Adell Harriman & Carpenter
Texas
$305K +$337K +8,796 New
BW
57
Basepoint Wealth
Iowa
$288K
WFM
58
Wolff Financial Management
Michigan
$282K +$312K +8,139 New
Northern Trust
59
Northern Trust
Illinois
$281K
CIBC World Market
60
CIBC World Market
Ontario, Canada
$278K
LA
61
LexAurum Advisors
Kansas
$278K +$29.2K +762 +10%
S
62
Surevest
California
$267K +$32.7K +855 +12%
HighTower Advisors
63
HighTower Advisors
Illinois
$258K
Citigroup
64
Citigroup
New York
$253K -$15.2K -397 -5%
AWA
65
Arkadios Wealth Advisors
Georgia
$240K -$169K -4,410 -39%
TPCW
66
TD Private Client Wealth
New York
$234K +$18.4K +480 +8%
DC
67
Davenport & Co
Virginia
$215K +$237K +6,200 New
PFS
68
Prospera Financial Services
Texas
$214K +$237K +6,184 New
TC
69
TAP Consulting
Missouri
$209K +$2.26K +59 +1%
FA
70
Flagstar Advisors
New York
$178K -$27.3K -712 -12%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$156K
AF
72
Advisornet Financial
Minnesota
$154K +$46.3K +1,208 +37%
EIP
73
Ellis Investment Partners
Pennsylvania
$152K +$536 +14 +0.3%
WOC
74
West Oak Capital
California
$113K
Fidelity Investments
75
Fidelity Investments
Massachusetts
$98K -$345 -9 -0.3%