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iShares Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFM
126
Wolff Financial Management
Michigan
$202K +$189K +3,085 New
IAIM
127
International Assets Investment Management
Florida
$195K +$183K +3,000 New
CIA
128
Cape Investment Advisory
Georgia
$192K +$179K +2,927 New
HI
129
Harbour Investments
Wisconsin
$186K +$19.2K +314 +12%
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$171K -$11.8K -193 -7%
SAM
131
Smartleaf Asset Management
Massachusetts
$161K – – –
AAP
132
Arax Advisory Partners
Colorado
$129K +$60K +982 +100%
TF
133
Tompkins Financial
New York
$127K – – –
OSAM
134
O'Shaughnessy Asset Management
Connecticut
$114K +$27.5K +450 +35%
AWM
135
AE Wealth Management
Kansas
$105K +$98.2K +1,607 New
TPCW
136
TD Private Client Wealth
New York
$102K -$24.6K -403 -21%
AIC
137
Archer Investment Corporation
Indiana
$88.6K +$5.01K +82 +6%
PA
138
Parallel Advisors
California
$83.7K +$67.4K +1,103 +634%
GMA
139
Glassy Mountain Advisors
Maryland
$82.8K +$122 +2 +0.2%
PWA
140
Physician Wealth Advisors
Utah
$69.7K – – –
William Blair & Company
141
William Blair & Company
Illinois
$69.6K – – –
AssetMark Inc
142
AssetMark Inc
California
$56.8K – – –
MG
143
Mather Group
Illinois
$55.8K – – –
AI
144
Atomic Invest
New York
$39.2K -$1.22K -20 -3%
IA
145
IFP Advisors
Florida
$37.5K +$183 +3 +0.5%
GWM
146
Geneos Wealth Management
Colorado
$32.5K +$61 +1 +0.2%
AC
147
AlphaCore Capital
California
$27.1K +$25.3K +414 New
MCM
148
Manchester Capital Management
Vermont
$25.6K – – –
NSIM
149
North Star Investment Management
Illinois
$22.5K +$2.38K +39 +13%
MA
150
MCF Advisors
Kentucky
$22.5K – – –