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iShares Micro-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
151
U.S. Capital Wealth Advisors
Texas
$226K -$4.64K -32 -2%
RPCONE
152
Retirement Planning Company of New England
Rhode Island
$224K +$234K +1,610 New
GCA
153
Gradient Capital Advisors
California
$223K – – –
IWM
154
IHT Wealth Management
Illinois
$222K +$7.11K +49 +3%
NFG
155
Nations Financial Group
Iowa
$220K -$871 -6 -0.4%
SWP
156
Summit Wealth Partners
Florida
$215K -$25.5K -176 -10%
TA
157
Trellis Advisors
Washington
$210K – – –
KWM
158
Kingsview Wealth Management
Oregon
$209K -$2.9K -20 -1%
SPC
159
Sigma Planning Corp
Michigan
$205K +$2.32K +16 +1%
TTWM
160
TCV Trust & Wealth Management
Virginia
$204K – – –
Cetera Investment Advisers
161
Cetera Investment Advisers
Illinois
$203K +$211K +1,453 New
PA
162
Parallel Advisors
California
$202K -$69.2K -477 -25%
LG
163
Leuthold Group
Minnesota
$202K +$7.25K +50 +4%
AF
164
Allworth Financial
California
$196K – – –
ST
165
Smithfield Trust
Pennsylvania
$194K – – –
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$174K +$36.4K +251 +25%
WPWM
167
Western Pacific Wealth Management
Illinois
$167K +$174K +1,200 New
AIA
168
Angeles Investment Advisors
California
$165K +$171K +1,179 New
APA
169
American Portfolios Advisors
New York
$160K +$39.8K +274 +31%
SSC
170
Syverson Strege & Co
Iowa
$148K – – –
GWM
171
Geneos Wealth Management
Colorado
$145K – – –
SIC
172
Salem Investment Counselors
North Carolina
$145K – – –
ADL
173
Asset Dedication LLC
California
$138K – – –
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$135K -$108K -744 -44%
GWS
175
Glassman Wealth Services
Virginia
$128K +$725 +5 +0.6%