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iShares Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
126
TD Private Client Wealth
New York
$119K – – –
TF
127
Tompkins Financial
New York
$108K – – –
LWANC
128
Laurel Wealth Advisors (North Carolina)
North Carolina
$78.2K +$77.9K +1,410 New
OSAM
129
O'Shaughnessy Asset Management
Connecticut
$71.6K – – –
AIC
130
Archer Investment Corporation
Indiana
$70.4K -$13.6K -246 -16%
GMA
131
Glassy Mountain Advisors
Maryland
$69.9K +$166 +3 +0.2%
PWA
132
Physician Wealth Advisors
Utah
$59K – – –
William Blair & Company
133
William Blair & Company
Illinois
$58.9K – – –
AAP
134
Arax Advisory Partners
Colorado
$51.6K +$51.4K +930 New
AssetMark Inc
135
AssetMark Inc
California
$48.3K – – –
HI
136
Harbour Investments
Wisconsin
$39.6K -$15K -272 -28%
AI
137
Atomic Invest
New York
$37.8K +$37.2K +673 New
IA
138
IFP Advisors
Florida
$31.6K – – –
CA
139
CoreCap Advisors
Michigan
$27.7K -$45.4K -821 -62%
MEG
140
Millstone Evans Group
Colorado
$24.5K – – –
GWM
141
Geneos Wealth Management
Colorado
$24.1K -$1.6K -29 -6%
MCM
142
Manchester Capital Management
Vermont
$21.6K – – –
Qube Research & Technologies (QRT)
143
Qube Research & Technologies (QRT)
United Kingdom
$20K – – –
MA
144
MCF Advisors
Kentucky
$19K – – –
SAG
145
SageView Advisory Group
California
$15.3K +$15.2K +275 New
NS
146
NBC Securities
Alabama
$14.3K +$55 +1 +0.4%
NSIM
147
North Star Investment Management
Illinois
$13K – – –
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$10.3K – – –
GG
149
Gleason Group
Kentucky
$7.09K – – –
WA
150
WPG Advisers
Maryland
$6.24K – – –