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iShares Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMP
51
Courage Miller Partners
Virginia
$712K -$6.92K -136 -0.9%
CGA
52
Crescent Grove Advisors
Illinois
$709K
CW
53
CreativeOne Wealth
Kansas
$629K -$21.2K -416 -3%
CCAL
54
City Center Advisors LLC
Michigan
$616K -$44.3K -871 -7%
Corient Private Wealth
55
Corient Private Wealth
Florida
$615K -$414K -8,142 -40%
GRP
56
Global Retirement Partners
California
$610K -$36.9K -724 -6%
AWM
57
Avior Wealth Management
Nebraska
$579K -$54K -1,060 -8%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$573K -$824K -16,188 -58%
Northern Trust
59
Northern Trust
Illinois
$559K
Lido Advisors
60
Lido Advisors
California
$546K +$562K +11,041 New
Jane Street
61
Jane Street
New York
$543K +$558K +10,972 New
Creative Planning
62
Creative Planning
Kansas
$495K -$106K -2,079 -17%
GJWM
63
Gilliland Jeter Wealth Management
Arkansas
$494K +$36.5K +718 +8%
Pathstone Holdings
64
Pathstone Holdings
New Jersey
$493K -$44.7K -878 -8%
CPSAC
65
Chas P. Smith & Associates (CPS)
Florida
$465K -$30.5K -600 -6%
PS
66
Principal Securities
Iowa
$441K +$122K +2,405 +37%
AHC
67
Adell Harriman & Carpenter
Texas
$435K
BW
68
Basepoint Wealth
Iowa
$412K +$967 +19 +0.2%
BCG
69
Breakwater Capital Group
New Jersey
$406K -$22.6K -444 -5%
KAS
70
Kestra Advisory Services
Texas
$400K +$43.9K +863 +12%
VA
71
Valmark Advisers
Ohio
$395K -$424K -8,328 -51%
CIBC World Market
72
CIBC World Market
Ontario, Canada
$393K
MWP
73
Madison Wealth Partners
Wisconsin
$388K +$1.43K +28 +0.4%
MFG
74
Merit Financial Group
Georgia
$360K -$378K -7,432 -51%
AWS
75
Atria Wealth Solutions
New York
$358K +$368K +7,236 New