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iShares Micro-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
126
Gray Wealth Management
Maine
$233K
BSWA
127
Bromfield Sneider Wealth Advisors
Massachusetts
$232K +$58.7K +510 +30%
BI
128
Berkeley Inc
Idaho
$230K -$7.6K -66 -3%
PFO
129
Pathstone Family Office
New Jersey
$217K +$240K +2,084 New
DFS
130
Dixon Fnancial Services
California
$216K
HKAM
131
Horizon Kinetics Asset Management
New York
$211K
KWM
132
Keebeck Wealth Management
Illinois
$210K
NFC
133
Northeast Financial Consultants
Connecticut
$208K
TF
134
TIAA FSB
Florida
$205K +$227K +1,970 New
CAN
135
Cetera Advisor Networks
California
$203K -$10.9K -95 -5%
CA
136
Claro Advisors
Massachusetts
$202K +$224K +1,946 New
LMKC
137
L.M. Kohn & Company
Ohio
$201K
Thrivent Financial for Lutherans
138
Thrivent Financial for Lutherans
Minnesota
$200K -$3.22K -28 -1%
JPLA
139
Joseph P. Lucia & Associates
New York
$194K
FHA
140
First Horizon Advisors
Tennessee
$186K +$115 +1 +0.1%
GWM
141
Geneos Wealth Management
Colorado
$168K +$63.3K +550 +53%
AF
142
Allworth Financial
California
$146K
ST
143
Smithfield Trust
Pennsylvania
$146K
EBA
144
Eagle Bay Advisors
New York
$142K +$121K +1,053 +338%
BAM
145
Belpointe Asset Management
Nevada
$138K +$5.53K +48 +4%
FFA
146
Founders Financial Alliance
North Carolina
$136K +$151K +1,309 New
AWM
147
Angeles Wealth Management
California
$123K
SSC
148
Syverson Strege & Co
Iowa
$110K
SIC
149
Salem Investment Counselors
North Carolina
$108K
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$103K -$28.9K -251 -20%