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iShares Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Connecticut Wealth Management
Connecticut
$200K +$195K +3,851 New
WOC
77
West Oak Capital
California
$169K
Fidelity Investments
78
Fidelity Investments
Massachusetts
$156K -$11.8K -234 -7%
ASN
79
Advisory Services Network
Georgia
$138K +$135K +2,669 New
APA
80
American Portfolios Advisors
New York
$127K -$26.1K -516 -17%
Qube Research & Technologies (QRT)
81
Qube Research & Technologies (QRT)
United Kingdom
$123K +$101K +1,998 +520%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$109K
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$99K +$10.6K +210 +12%
PA
84
Parallel Advisors
California
$89K
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$78K -$17K -336 -18%
LWANC
86
Laurel Wealth Advisors (North Carolina)
North Carolina
$73K
US Bancorp
87
US Bancorp
Minnesota
$66K
DWMG
88
DB Wealth Management Group
California
$64K -$17.6K -348 -22%
OIA
89
Optimum Investment Advisors
Illinois
$62K
IAS
90
IMA Advisory Services
Colorado
$45K -$7.59K -150 -15%
CWP
91
Concord Wealth Partners
Virginia
$43K +$1.92K +38 +5%
William Blair & Company
92
William Blair & Company
Illinois
$37K
Barclays
93
Barclays
United Kingdom
$36K +$15K +297 +76%
ADL
94
Asset Dedication LLC
California
$36K +$35.2K +695 New
TAIM
95
TD Ameritrade Investment Management
Nebraska
$28K -$53.1K -1,048 -66%
SPIA
96
Steward Partners Investment Advisory
New York
$24K -$9.72K -192 -29%
MFA
97
McClarren Financial Advisors
Pennsylvania
$24K +$101 +2 +0.4%
FI
98
Financial Insights
Washington
$21.8K +$21.3K +420 New
MA
99
MCF Advisors
Kentucky
$18K +$51 +1 +0.3%
LF
100
Lee Financial
Texas
$18K +$17.3K +342 New