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iShares Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$241K -$77.8K -1,492 -25%
TW
102
Towerpoint Wealth
California
$238K
PAS
103
Park Avenue Securities
New York
$237K +$227K +4,358 New
EIP
104
Ellis Investment Partners
Pennsylvania
$218K +$209K +4,010 New
OFG
105
Opulen Financial Group
Virginia
$218K +$209K +4,006 New
RDFA
106
Ritter Daniher Financial Advisory
Ohio
$217K -$14.2K -273 -6%
DWP
107
Destiny Wealth Partners
Florida
$213K +$204K +3,914 New
KPWS
108
Kestra Private Wealth Services
Texas
$209K +$201K +3,850 New
BHBT
109
Burke & Herbert Bank & Trust
Virginia
$207K +$199K +3,820 New
ASN
110
Advisory Services Network
Georgia
$206K +$198K +3,801 New
AF
111
Advisornet Financial
Minnesota
$202K +$209 +4 +0.1%
WA
112
Whipplewood Advisors
Colorado
$179K
TIM
113
Tortoise Investment Management
New York
$159K
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$152K +$146K +2,800 New
PTC
115
Private Trust Company
Ohio
$150K
SAM
116
Smartleaf Asset Management
Massachusetts
$144K -$2.71K -52 -2%
TPCW
117
TD Private Client Wealth
New York
$117K -$105K -2,005 -48%
TF
118
Tompkins Financial
New York
$106K
CCM
119
Chilton Capital Management
Texas
$89.9K +$86.3K +1,656 New
AIC
120
Archer Investment Corporation
Indiana
$82.3K
CA
121
CoreCap Advisors
Michigan
$71.7K -$23K -442 -25%
OSAM
122
O'Shaughnessy Asset Management
Connecticut
$70.1K
GMA
123
Glassy Mountain Advisors
Maryland
$68.3K +$65.5K +1,257 New
PWA
124
Physician Wealth Advisors
Utah
$57.8K
William Blair & Company
125
William Blair & Company
Illinois
$57.7K