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iShares Micro-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
76
KeyBank National Association
Ohio
$601K – – –
TC
77
TAP Consulting
Missouri
$587K – – –
EWM
78
Endowment Wealth Management
Wisconsin
$543K +$59.8K +553 +11%
KAS
79
Kestra Advisory Services
Texas
$533K +$124K +1,149 +27%
CIA
80
Capital Investment Advisors
Georgia
$532K -$1.08K -10 -0.2%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$528K +$570K +5,271 New
BFO
82
Biltmore Family Office
North Carolina
$526K +$38.4K +355 +7%
Legacy Financial Group (Iowa)
83
Legacy Financial Group (Iowa)
Iowa
$512K +$553K +5,116 New
Lido Advisors
84
Lido Advisors
California
$509K +$230K +2,125 +72%
VCP
85
Vista Capital Partners
Oregon
$504K – – –
BAMG
86
Brand Asset Management Group
Missouri
$499K -$8.43K -78 -2%
IFWM
87
Institute for Wealth Management
Colorado
$488K +$203K +1,877 +63%
SC
88
Sepio Capital
Utah
$479K – – –
JGIA
89
Jackson Grant Investment Advisers
Connecticut
$464K +$38.8K +359 +8%
CIA
90
Compass Ion Advisors
Pennsylvania
$448K +$484K +4,476 New
Jane Street
91
Jane Street
New York
$432K +$166K +1,539 +56%
MWM
92
Modera Wealth Management
New Jersey
$428K – – –
AA
93
Ancora Advisors
Ohio
$425K -$50.8K -470 -10%
Two Sigma Advisers
94
Two Sigma Advisers
New York
$420K +$454K +4,200 New
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$418K +$451K +4,174 New
NAM
96
NTV Asset Management
West Virginia
$411K – – –
TIM
97
Tortoise Investment Management
New York
$411K -$29.9K -277 -6%
SAM
98
Silvercrest Asset Management
New York
$406K -$64.9K -600 -13%
PBK
99
Peoples Bank (Kansas)
Kansas
$400K +$432K +4,000 New
PGA
100
Portland Global Advisors
Maine
$400K – – –