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iShares Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
101
Harbour Investments
Wisconsin
$170K +$29K +592 +19%
WA
102
Whipplewood Advisors
Colorado
$149K -$155K -3,157 -96%
OWA
103
Opal Wealth Advisors
New York
$142K +$154K +3,146 New
RDFA
104
Ritter Daniher Financial Advisory
Ohio
$138K -$12.7K -259 -8%
CIA
105
Cape Investment Advisory
Georgia
$132K -$23.3K -475 -14%
TIM
106
Tortoise Investment Management
New York
$132K – – –
PTC
107
Private Trust Company
Ohio
$118K +$32.8K +670 +34%
SPIA
108
Steward Partners Investment Advisory
New York
$114K +$14.3K +292 +13%
SAM
109
Smartleaf Asset Management
Massachusetts
$107K +$21.9K +447 +23%
GWM
110
Geneos Wealth Management
Colorado
$106K +$96.3K +1,967 +508%
OSAM
111
O'Shaughnessy Asset Management
Connecticut
$93.6K +$102K +2,077 New
TF
112
Tompkins Financial
New York
$87.6K – – –
AIC
113
Archer Investment Corporation
Indiana
$68.3K – – –
SIM
114
Synergy Investment Management
Florida
$63.8K – – –
LWANC
115
Laurel Wealth Advisors (North Carolina)
North Carolina
$63.5K – – –
PWA
116
Physician Wealth Advisors
Utah
$47.9K +$3.82K +78 +8%
William Blair & Company
117
William Blair & Company
Illinois
$47.8K – – –
PA
118
PSI Advisors
Florida
$44.2K +$48.1K +982 New
MG
119
Mather Group
Illinois
$39.9K +$43.4K +886 New
MEG
120
Millstone Evans Group
Colorado
$33.8K – – –
IA
121
IFP Advisors
Florida
$25.6K – – –
MCM
122
MAI Capital Management
Ohio
$20.3K – – –
AssetMark Inc
123
AssetMark Inc
California
$18.3K -$1.32K -27 -6%
MCM
124
Manchester Capital Management
Vermont
$17.6K – – –
NS
125
NBC Securities
Alabama
$16K +$17.9K +366 New