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iShares Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
101
Whipplewood Advisors
Colorado
$149K -$155K -3,157 -96%
OWA
102
Opal Wealth Advisors
New York
$142K +$154K +3,146 New
RDFA
103
Ritter Daniher Financial Advisory
Ohio
$138K -$12.7K -259 -8%
CIA
104
Cape Investment Advisory
Georgia
$132K -$23.3K -475 -14%
TIM
105
Tortoise Investment Management
New York
$132K
PTC
106
Private Trust Company
Ohio
$118K +$32.8K +670 +34%
SPIA
107
Steward Partners Investment Advisory
New York
$114K +$14.3K +292 +13%
SAM
108
Smartleaf Asset Management
Massachusetts
$107K +$21.9K +447 +23%
GWM
109
Geneos Wealth Management
Colorado
$106K +$96.3K +1,967 +508%
OSAM
110
O'Shaughnessy Asset Management
Connecticut
$93.6K +$102K +2,077 New
TF
111
Tompkins Financial
New York
$87.6K
AIC
112
Archer Investment Corporation
Indiana
$68.3K
SIM
113
Synergy Investment Management
Florida
$63.8K
LWANC
114
Laurel Wealth Advisors (North Carolina)
North Carolina
$63.5K
PWA
115
Physician Wealth Advisors
Utah
$47.9K +$3.82K +78 +8%
William Blair & Company
116
William Blair & Company
Illinois
$47.8K
PA
117
PSI Advisors
Florida
$44.2K +$48.1K +982 New
MG
118
Mather Group
Illinois
$39.9K +$43.4K +886 New
MEG
119
Millstone Evans Group
Colorado
$33.8K
IA
120
IFP Advisors
Florida
$25.6K
MCM
121
MAI Capital Management
Ohio
$20.3K
AssetMark Inc
122
AssetMark Inc
California
$18.3K -$1.32K -27 -6%
MCM
123
Manchester Capital Management
Vermont
$17.6K
NS
124
NBC Securities
Alabama
$16K +$17.9K +366 New
MA
125
MCF Advisors
Kentucky
$15.5K