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iShares Micro-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
151
Steward Partners Investment Advisory
New York
$258K +$240K +1,729 +172,900%
CA
152
Clune & Associates
Illinois
$257K +$239K +1,724 New
BCG
153
Breakwater Capital Group
New Jersey
$249K +$231K +1,668 New
MSAM
154
Moloney Securities Asset Management
Missouri
$247K – – –
CCAL
155
City Center Advisors LLC
Michigan
$246K +$229K +1,647 New
FEM
156
Fulcrum Equity Management
Texas
$246K +$229K +1,647 New
FFM
157
Forum Financial Management
Illinois
$244K +$4.16K +30 +2%
CA
158
CoreCap Advisors
Michigan
$244K +$32.9K +237 +17%
GSC
159
Ground Swell Capital
South Carolina
$244K +$227K +1,635 New
CIBC Private Wealth Group
160
CIBC Private Wealth Group
Georgia
$229K – – –
TA
161
TFB Advisors
Kansas
$226K +$200K +1,438 New
CCWM
162
Cassaday & Co Wealth Management
Virginia
$226K +$210K +1,513 New
SWTS
163
Stonehaven Wealth & Tax Solutions
Wisconsin
$225K +$210K +1,511 New
GCA
164
Gradient Capital Advisors
California
$225K +$209K +1,510 New
IWC
165
Integrated Wealth Concepts
Massachusetts
$223K -$36.9K -266 -15%
AIS
166
American Investment Services
Massachusetts
$222K +$207K +1,492 New
AC
167
Annandale Capital
Texas
$221K -$157K -1,129 -71%
EGA
168
Eagle Global Advisors
Texas
$216K +$201K +1,450 New
BCA
169
Ballentine Capital Advisors
South Carolina
$212K +$197K +1,421 New
Cerity Partners
170
Cerity Partners
New York
$209K -$30.5K -220 -14%
KWM
171
Kingsview Wealth Management
Oregon
$204K +$190K +1,371 New
BBHC
172
Brown Brothers Harriman & Co
New York
$195K – – –
Rockefeller Capital Management
173
Rockefeller Capital Management
New York
$167K +$155K +1,117 New
Barclays
174
Barclays
United Kingdom
$162K -$4.74M -34,165 -97%
ASN
175
Advisory Services Network
Georgia
$160K +$149K +1,074 New