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iShares Micro-Cap ETF
IWC

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$51.3M -$1.87M -21,717 -4%
QI
2
QS Investors
New York
$48.6M -$573K -6,649 -1%
Bank of America
3
Bank of America
North Carolina
$35.1M +$3.25M +37,767 +11%
Wells Fargo
4
Wells Fargo
California
$31.4M -$212K -2,460 -0.7%
EA
5
Efficient Advisors
Ohio
$18.3M -$486K -5,642 -3%
Morgan Stanley
6
Morgan Stanley
New York
$16.4M -$977K -11,343 -6%
OCM
7
One Capital Management
California
$13.7M +$592K +6,873 +5%
RC
8
RegentAtlantic Capital
New Jersey
$12.6M -$197K -2,290 -2%
AA
9
Alesco Advisors
New York
$11.1M -$94.6K -1,098 -0.9%
BFPW
10
BOK Financial Private Wealth
Colorado
$10.6M -$1.1M -12,783 -10%
DY
11
Dowling & Yahnke
California
$10.4M +$8.36K +97 +0.1%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$10.1M +$273K +3,170 +3%
Creative Planning
13
Creative Planning
Kansas
$9.29M -$724K -8,399 -7%
Charles Schwab
14
Charles Schwab
California
$9.11M -$2.45M -28,412 -22%
MBT
15
Monroe Bank & Trust
Michigan
$9.05M +$118K +1,366 +1%
SAM
16
Silvercrest Asset Management
New York
$6.83M +$48.3K +560 +0.7%
UBS Group
17
UBS Group
Switzerland
$6.69M -$2.63M -30,544 -29%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$5.81M -$125K -1,451 -2%
JWS
19
Juncture Wealth Strategies
Arizona
$5.42M +$347K +4,026 +7%
TAIM
20
TD Ameritrade Investment Management
Nebraska
$5.2M -$51.6K -599 -1%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$3.86M +$285K +3,307 +8%
WMG
22
WESCAP Management Group
California
$3.85M +$36.3K +421 +1%
PA
23
Parkside Advisors
California
$3.7M -$15.1K -175 -0.4%
SMC
24
Smith, Moore & Co
Missouri
$3.68M +$115K +1,340 +3%
LPL Financial
25
LPL Financial
California
$3.6M +$313K +3,629 +10%
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