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iShares Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
51
Windsor Wealth Management
Indiana
$501K
SOS
52
Silver Oak Securities
Tennessee
$497K +$470K +12,000 New
CPSAC
53
Chas P. Smith & Associates (CPS)
Florida
$469K -$33.5K -855 -7%
EH
54
Equitable Holdings
New York
$464K +$97.6K +2,493 +29%
CW
55
CreativeOne Wealth
Kansas
$452K +$34.8K +889 +9%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$399K -$527K -13,463 -58%
AHC
57
Adell Harriman & Carpenter
Texas
$365K
BW
58
Basepoint Wealth
Iowa
$344K
Northern Trust
59
Northern Trust
Illinois
$335K
CIBC World Market
60
CIBC World Market
Ontario, Canada
$329K
TA
61
TFB Advisors
Kansas
$325K +$307K +7,849 New
PWA
62
Phoenix Wealth Advisors
North Carolina
$317K +$49K +1,251 +20%
TPCW
63
TD Private Client Wealth
New York
$306K +$18.7K +478 +7%
AT
64
American Trust
Kentucky
$306K
MWP
65
Madison Wealth Partners
Wisconsin
$303K +$22.3K +569 +8%
AWM
66
Aspire Wealth Management
Massachusetts
$266K +$2.7K +69 +1%
DC
67
Davenport & Co
Virginia
$257K
PFS
68
Prospera Financial Services
Texas
$250K +$1.29K +33 +0.6%
Citigroup
69
Citigroup
New York
$238K -$16.3K -415 -7%
FA
70
Flagstar Advisors
New York
$229K +$3.8K +97 +2%
MCWS
71
McKinley Carter Wealth Services
West Virginia
$220K
AWA
72
Arkadios Wealth Advisors
Georgia
$220K -$11.8K -301 -5%
FHA
73
Flagship Harbor Advisors
Massachusetts
$217K +$205K +5,237 New
KFI
74
Key Financial Inc
Pennsylvania
$215K
TW
75
Towerpoint Wealth
California
$211K +$200K +5,098 New