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iShares Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
101
Steward Partners Investment Advisory
New York
$23K
AWM
102
Avior Wealth Management
Nebraska
$19K +$20.3K +402 New
LF
103
Lee Financial
Texas
$17K +$51 +1 +0.3%
MFT
104
Moisand Fitzgerald Tamayo
Florida
$15K
RFA
105
Reilly Financial Advisors
California
$15K
BFEC
106
Benjamin F. Edwards & Company
Missouri
$14K -$96.2K -1,901 -87%
LWA
107
Lowe Wealth Advisors
Maryland
$10K
GWM
108
Geneos Wealth Management
Colorado
$7K
GG
109
Gleason Group
Kentucky
$7K
NFG
110
Next Financial Group
Texas
$7K +$101 +2 +2%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$7K +$6.99K +138 New
TFGT
112
TS Financial Group (TSFG)
Illinois
$6K +$51 +1 +0.8%
SCA
113
Snowden Capital Advisors
New York
$6K +$6.58K +130 New
IRC
114
Investors Research Corp
Georgia
$4K
SWM
115
Spire Wealth Management
Virginia
$4K
HNWAG
116
High Net Worth Advisory Group
Florida
$2K +$2.08K +41 New
CA
117
CoreCap Advisors
Michigan
$1K +$607 +12 New
GRP
118
Global Retirement Partners
California
-$1.92M -38,881 Closed
FTUS
119
Flow Traders U.S.
New York
-$1.62M -32,835 Closed
FHA
120
Flagship Harbor Advisors
Massachusetts
-$1.36M -26,171 Closed
TRCT
121
Tower Research Capital (TRC)
New York
-$1.08M -21,916 Closed
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
-$650K -13,189 Closed
SG
123
StoneX Group
New York
-$263K -5,337 Closed
PJSIMP
124
P.J. Schmidt Investment Management (PJS)
Wisconsin
-$272K -5,288 Closed
IAS
125
IMA Advisory Services
Colorado
-$19K -378 Closed