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iShares Micro-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$237K +$11.5K +100 +5%
GWM
127
Gray Wealth Management
Maine
$233K – – –
BSWA
128
Bromfield Sneider Wealth Advisors
Massachusetts
$232K +$58.7K +510 +30%
BI
129
Berkeley Inc
Idaho
$230K -$7.6K -66 -3%
PFO
130
Pathstone Family Office
New Jersey
$217K +$240K +2,084 New
DFS
131
Dixon Fnancial Services
California
$216K – – –
HKAM
132
Horizon Kinetics Asset Management
New York
$211K – – –
KWM
133
Keebeck Wealth Management
Illinois
$210K – – –
NFC
134
Northeast Financial Consultants
Connecticut
$208K – – –
TF
135
TIAA FSB
Florida
$205K +$227K +1,970 New
CAN
136
Cetera Advisor Networks
California
$203K -$10.9K -95 -5%
CA
137
Claro Advisors
Massachusetts
$202K +$224K +1,946 New
LMKC
138
L.M. Kohn & Company
Ohio
$201K – – –
Thrivent Financial for Lutherans
139
Thrivent Financial for Lutherans
Minnesota
$200K -$3.22K -28 -1%
JPLA
140
Joseph P. Lucia & Associates
New York
$194K – – –
FHA
141
First Horizon Advisors
Tennessee
$186K +$115 +1 +0.1%
GWM
142
Geneos Wealth Management
Colorado
$168K +$63.3K +550 +53%
AF
143
Allworth Financial
California
$146K – – –
ST
144
Smithfield Trust
Pennsylvania
$146K – – –
EBA
145
Eagle Bay Advisors
New York
$142K +$121K +1,053 +338%
BAM
146
Belpointe Asset Management
Nevada
$138K +$5.53K +48 +4%
FFA
147
Founders Financial Alliance
North Carolina
$136K +$151K +1,309 New
AWM
148
Angeles Wealth Management
California
$123K – – –
SSC
149
Syverson Strege & Co
Iowa
$110K – – –
SIC
150
Salem Investment Counselors
North Carolina
$108K – – –