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iShares Micro-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFG
126
Tilson Financial Group
New Jersey
$228K +$230K +2,110 New
PFO
127
Pathstone Family Office
New Jersey
$225K
DFS
128
Dixon Fnancial Services
California
$224K
KWM
129
Keebeck Wealth Management
Illinois
$218K
JPLA
130
Joseph P. Lucia & Associates
New York
$216K
NFC
131
Northeast Financial Consultants
Connecticut
$216K
MA
132
Mutual Advisors
Nebraska
$214K +$216K +1,985 New
TF
133
TIAA FSB
Florida
$212K
EGA
134
Eagle Global Advisors
Texas
$210K
LMKC
135
L.M. Kohn & Company
Ohio
$205K +$207K +1,900 New
EBA
136
Eagle Bay Advisors
New York
$193K +$41.5K +381 +27%
FHA
137
First Horizon Advisors
Tennessee
$193K -$436 -4 -0.2%
AF
138
Allworth Financial
California
$151K
AWM
139
Angeles Wealth Management
California
$127K
SIC
140
Salem Investment Counselors
North Carolina
$112K
CA
141
CoreCap Advisors
Michigan
$110K +$111K +1,017 New
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$107K
PA
143
Parallel Advisors
California
$105K
ST
144
Smithfield Trust
Pennsylvania
$105K
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$99K -$1.42K -13 -1%
MFA
146
McClarren Financial Advisors
Pennsylvania
$98K +$327 +3 +0.3%
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$96.1K
SSC
148
Syverson Strege & Co
Iowa
$95.3K -$18.9K -174 -16%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$89.9K +$26.5K +243 +41%
BAM
150
Belpointe Asset Management
Nevada
$88.3K -$48.4K -444 -35%