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iShares Micro-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BI
126
Berkeley Inc
Idaho
$239K +$218 +2 +0.1%
TFG
127
Tilson Financial Group
New Jersey
$228K +$230K +2,110 New
PFO
128
Pathstone Family Office
New Jersey
$225K – – –
DFS
129
Dixon Fnancial Services
California
$224K – – –
KWM
130
Keebeck Wealth Management
Illinois
$218K – – –
JPLA
131
Joseph P. Lucia & Associates
New York
$216K – – –
NFC
132
Northeast Financial Consultants
Connecticut
$216K – – –
MA
133
Mutual Advisors
Nebraska
$214K +$216K +1,985 New
TF
134
TIAA FSB
Florida
$212K – – –
EGA
135
Eagle Global Advisors
Texas
$210K – – –
LMKC
136
L.M. Kohn & Company
Ohio
$205K +$207K +1,900 New
EBA
137
Eagle Bay Advisors
New York
$193K +$41.5K +381 +27%
FHA
138
First Horizon Advisors
Tennessee
$193K -$436 -4 -0.2%
AF
139
Allworth Financial
California
$151K – – –
AWM
140
Angeles Wealth Management
California
$127K – – –
SIC
141
Salem Investment Counselors
North Carolina
$112K – – –
CA
142
CoreCap Advisors
Michigan
$110K +$111K +1,017 New
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$107K – – –
PA
144
Parallel Advisors
California
$105K – – –
ST
145
Smithfield Trust
Pennsylvania
$105K – – –
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$99K -$1.42K -13 -1%
MFA
147
McClarren Financial Advisors
Pennsylvania
$98K +$327 +3 +0.3%
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$96.1K – – –
SSC
149
Syverson Strege & Co
Iowa
$95.3K -$18.9K -174 -16%
Fidelity Investments
150
Fidelity Investments
Massachusetts
$89.9K +$26.5K +243 +41%