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iShares Micro-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFW
51
Fusion Family Wealth
New York
$1.45M -$170K -1,743 -10%
BFO
52
Boston Family Office
Massachusetts
$1.37M -$459K -4,715 -25%
RIA
53
Regal Investment Advisors
Michigan
$1.35M +$54K +554 +4%
TIM
54
Tortoise Investment Management
New York
$1.06M +$179K +1,841 +20%
GIA
55
GHP Investment Advisors
Colorado
$1.03M +$4.58K +47 +0.4%
MFG
56
Merit Financial Group
Georgia
$979K +$340K +3,492 +52%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$819K -$1.13M -11,616 -58%
MFS
58
Madrona Financial Services
Washington
$689K +$60.9K +625 +10%
JGIA
59
Jackson Grant Investment Advisers
Connecticut
$685K +$2.04K +21 +0.3%
JMPWA
60
JP Morgan Private Wealth Advisors
California
$680K +$13.2K +136 +2%
BCM
61
Bridgeway Capital Management
Texas
$627K -$195K -2,000 -23%
CAL
62
Capital Analysts LLC
Pennsylvania
$623K -$43.3K -445 -6%
AIS
63
American Investment Services
Massachusetts
$622K +$12.2K +125 +2%
VCP
64
Vista Capital Partners
Oregon
$594K -$9.74K -100 -2%
FNBT
65
FineMark National Bank & Trust
Florida
$593K +$601K +6,175 New
PGA
66
Portland Global Advisors
Maine
$573K -$134K -1,375 -19%
CPIG
67
Chicago Partners Investment Group
Illinois
$562K -$1.56K -16 -0.3%
HK
68
Horizon Kinetics
New York
$560K -$20.1K -206 -3%
JA
69
JOYN Advisors
Georgia
$544K -$220K -2,262 -29%
CWS
70
Cypress Wealth Services
California
$514K +$93.2K +957 +22%
CA
71
Cetera Advisors
Colorado
$504K -$23.5K -241 -4%
AWM
72
AE Wealth Management
Kansas
$461K +$122K +1,255 +35%
SS
73
Simplicity Solutions
Minnesota
$458K +$165K +1,696 +55%
NAM
74
NTV Asset Management
West Virginia
$453K +$39K +400 +9%
A
75
AdvicePeriod
California
$450K -$14.4K -148 -3%