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iShares Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
101
Ritter Daniher Financial Advisory
Ohio
$213K +$56.5K +1,223 +40%
TPCW
102
TD Private Client Wealth
New York
$207K -$132K -2,862 -41%
MWA
103
Monograph Wealth Advisors
California
$205K +$190K +4,122 New
AF
104
Advisornet Financial
Minnesota
$185K -$7.62K -165 -4%
WA
105
Whipplewood Advisors
Colorado
$164K +$146K +3,157 +2,208%
OWA
106
Opal Wealth Advisors
New York
$157K
CIA
107
Cape Investment Advisory
Georgia
$146K +$46 +1 +0%
TIM
108
Tortoise Investment Management
New York
$145K
PTC
109
Private Trust Company
Ohio
$138K +$6.97K +151 +6%
SAM
110
Smartleaf Asset Management
Massachusetts
$134K +$15.3K +331 +14%
GWM
111
Geneos Wealth Management
Colorado
$120K +$3.09K +67 +3%
SWP
112
Strategic Wealth Partners
Ohio
$99.7K +$92.5K +2,004 New
AAP
113
Arax Advisory Partners
Colorado
$98.8K +$91.6K +1,985 New
TF
114
Tompkins Financial
New York
$96.7K
CA
115
CoreCap Advisors
Michigan
$87.7K +$81.3K +1,762 New
AIC
116
Archer Investment Corporation
Indiana
$75.4K
OSAM
117
O'Shaughnessy Asset Management
Connecticut
$64.2K -$36.3K -786 -38%
PWA
118
Physician Wealth Advisors
Utah
$52.9K
William Blair & Company
119
William Blair & Company
Illinois
$52.8K
HI
120
Harbour Investments
Wisconsin
$47.3K -$131K -2,827 -75%
AssetMark Inc
121
AssetMark Inc
California
$44.7K +$22.8K +493 +121%
TPWA
122
Twin Peaks Wealth Advisors
California
$39.4K +$35.1K +760 New
IA
123
IFP Advisors
Florida
$28.3K
MCM
124
MAI Capital Management
Ohio
$22.4K
MEG
125
Millstone Evans Group
Colorado
$22K -$14.2K -308 -41%