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MSML

iShares MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
26
CT Financial Advisors
Pennsylvania
$95K +$287 +8 +0.3%
CWM
27
Concert Wealth Management
California
$61K +$61.7K +1,720 New
BKA
28
Brick & Kyle Associates
Pennsylvania
$58K -$7.17K -200 -11%
WEC
29
Winslow Evans & Crocker
Massachusetts
$39.1K – – –
VCM
30
Versant Capital Management
Arizona
$37K – – –
CPIG
31
Chicago Partners Investment Group
Illinois
$17K – – –
TRCT
32
Tower Research Capital (TRC)
New York
$17K +$17.2K +480 New
FWM
33
Focused Wealth Management
New York
$16K – – –
RFA
34
Reilly Financial Advisors
California
$16K +$16.2K +452 New
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10K – – –
GWM
36
Geneos Wealth Management
Colorado
$9K – – –
IWMPD
37
Integrated Wealth Management (Palm Desert)
California
$9K +$8.61K +240 New
WP
38
WealthPLAN Partners
Nebraska
$5.73K -$5.74K -160 -50%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$5K – – –
MFW
40
Mosaic Family Wealth
Missouri
$5K – – –
NFG
41
Next Financial Group
Texas
$3K +$2.87K +80 New
Jane Street
42
Jane Street
New York
– -$1.51M -44,928 Closed
VKH
43
Virtu KCG Holdings
New York
– -$300K -8,896 Closed
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
– -$290K -8,612 Closed
VF
45
Virtu Financial
New York
– -$226K -6,692 Closed
CG
46
Colony Group
Massachusetts
– -$110K -3,276 Closed
SEI Investments
47
SEI Investments
Pennsylvania
– -$10K -304 Closed