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iShares Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
101
Reilly Financial Advisors
California
$16K – – –
MFT
102
Moisand Fitzgerald Tamayo
Florida
$16K +$15.2K +300 New
CFGS
103
Concourse Financial Group Securities
Alabama
$11K -$4.86K -96 -31%
LWA
104
Lowe Wealth Advisors
Maryland
$11K – – –
AssetMark Inc
105
AssetMark Inc
California
$10K -$54.2K -1,071 -85%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$9K +$8.51K +168 New
GWM
107
Geneos Wealth Management
Colorado
$7K -$38.5K -760 -83%
NFG
108
Next Financial Group
Texas
$7K – – –
TFGT
109
TS Financial Group (TSFG)
Illinois
$7K – – –
GG
110
Gleason Group
Kentucky
$7K +$51 +1 +0.8%
IRC
111
Investors Research Corp
Georgia
$4K – – –
SWM
112
Spire Wealth Management
Virginia
$4K – – –
BFEC
113
Benjamin F. Edwards & Company
Missouri
$2K – – –
GWSG
114
GPS Wealth Strategies Group
Colorado
$1K – – –
AI
115
AdvisorShares Investments
Maryland
– -$77.7M -1,551,576 Closed
SPC
116
Sigma Planning Corp
Michigan
– -$7.9M -157,848 Closed
FAIM
117
Financial Advocates Investment Management
Washington
– -$3.77M -75,324 Closed
RA
118
RiverTree Advisors
Florida
– -$3.48M -69,390 Closed
FEM
119
Fulcrum Equity Management
Texas
– -$2.62M -52,404 Closed
DADC
120
D.A. Davidson & Co
Montana
– -$2.46M -49,236 Closed
VA
121
Valmark Advisers
Ohio
– -$1.76M -35,184 Closed
VC
122
Vicus Capital
Pennsylvania
– -$1.56M -31,122 Closed
Baird Financial Group
123
Baird Financial Group
Wisconsin
– -$1.35M -26,880 Closed
WIA
124
World Investment Advisors
California
– -$202K -25,344 Closed
GIA
125
Gladstone Institutional Advisory
Florida
– -$1.2M -24,012 Closed