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iShares Micro-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
201
Center for Financial Planning
Michigan
$4K +$3.43K +24 New
AW
202
Avion Wealth
Texas
$3K – – –
RFA
203
Reilly Financial Advisors
California
$3K – – –
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$2K -$21.4K -150 -91%
DI
205
Disciplined Investments
Oklahoma
$2K -$429 -3 -17%
CIAS
206
Capital Investment Advisory Services
North Carolina
$2K – – –
MAM
207
McCarthy Asset Management
California
$1K – – –
SL
208
Savior LLC
Massachusetts
$1K – – –
Toronto Dominion Bank
209
Toronto Dominion Bank
Ontario, Canada
$1K – – –
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$1K +$1K +7 New
Truist Financial
211
Truist Financial
North Carolina
– -$389K -3,276 Closed
KAS
212
Kestra Advisory Services
Texas
– -$327K -2,747 Closed
Jane Street
213
Jane Street
New York
– -$362K -2,534 Closed
FWM
214
Frontier Wealth Management
Missouri
– -$281K -2,368 Closed
AIS
215
American Investment Services
Massachusetts
– -$269K -2,270 Closed
Baird Financial Group
216
Baird Financial Group
Wisconsin
– -$255K -2,153 Closed
AIP
217
Ahrens Investment Partners
Louisiana
– -$217K -1,825 Closed
EWA
218
EP Wealth Advisors
California
– -$151K -1,272 Closed
PWM
219
Perigon Wealth Management
California
– -$133K -1,118 Closed
RWA
220
Ropes Wealth Advisors
Massachusetts
– -$122K -1,025 Closed
PFO
221
Pathstone Family Office
New Jersey
– -$119K -1,000 Closed
US Bancorp
222
US Bancorp
Minnesota
– -$19K -162 Closed
MCM
223
McMillion Capital Management
North Carolina
– -$12K -102 Closed
ASN
224
Advisory Services Network
Georgia
– -$4K -38 Closed
SPIA
225
Steward Partners Investment Advisory
New York
– -$3K -25 Closed