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iShares Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
126
Smartleaf Asset Management
Massachusetts
$132K +$6.33K +110 +5%
TPCW
127
TD Private Client Wealth
New York
$108K -$10.9K -189 -9%
TF
128
Tompkins Financial
New York
$107K
OSAM
129
O'Shaughnessy Asset Management
Connecticut
$70.7K
AIC
130
Archer Investment Corporation
Indiana
$69.6K
GMA
131
Glassy Mountain Advisors
Maryland
$69.2K +$115 +2 +0.2%
PWA
132
Physician Wealth Advisors
Utah
$58.3K
William Blair & Company
133
William Blair & Company
Illinois
$58.2K
AAP
134
Arax Advisory Partners
Colorado
$53.8K +$2.99K +52 +6%
MWA
135
Merkkuri Wealth Advisors
New York
$49.2K +$51.7K +899 New
AssetMark Inc
136
AssetMark Inc
California
$47.5K -$288 -5 -0.6%
MG
137
Mather Group
Illinois
$46.7K +$49K +852 New
TPWA
138
Twin Peaks Wealth Advisors
California
$34.1K +$35.8K +622 New
WCM
139
Westend Capital Management
California
$31.7K +$33.3K +579 New
IA
140
IFP Advisors
Florida
$31.2K
GWM
141
Geneos Wealth Management
Colorado
$27.1K +$3.45K +60 +14%
WETS
142
Wealth Enhancement Trust Services
South Dakota
$25.7K +$27K +469 New
MCM
143
Manchester Capital Management
Vermont
$21.4K
MA
144
MCF Advisors
Kentucky
$18.8K
NSIM
145
North Star Investment Management
Illinois
$16.6K +$4.03K +70 +30%
MEG
146
Millstone Evans Group
Colorado
$16K -$8.63K -150 -34%
PF
147
PlanVest Financial
Maryland
$13.7K +$14.4K +250 New
NS
148
NBC Securities
Alabama
$12.4K -$1.84K -32 -12%
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$10.2K
Qube Research & Technologies (QRT)
150
Qube Research & Technologies (QRT)
United Kingdom
$9.54K -$10.8K -187 -52%