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MSML

iShares MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
51
Continuum Wealth Advisors
New York
$231K – – –
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$225K +$53 +1 +0%
RJT
53
Raymond James Trust
Florida
$220K +$208K +3,911 New
LGWM
54
Litman Gregory Wealth Management
California
$219K +$208K +3,900 New
BPA
55
Beacon Pointe Advisors
California
$217K – – –
BCWM
56
Bartlett & Co Wealth Management
Ohio
$202K – – –
MFG
57
Merit Financial Group
Georgia
$202K +$160 +3 +0.1%
SFP
58
Strategic Financial Planning
Texas
$201K +$191K +3,580 New
SPIA
59
Steward Partners Investment Advisory
New York
$197K +$126K +2,370 +208%
Franklin Resources
60
Franklin Resources
California
$141K -$53.2K -1,000 -29%
NS
61
NBC Securities
Alabama
$128K +$160 +3 +0.1%
FCA
62
FinTrust Capital Advisors
South Carolina
$120K – – –
FFA
63
Farther Finance Advisors
California
$86.3K – – –
TCA
64
Trifecta Capital Advisors
Illinois
$71.7K +$67.9K +1,276 New
Comerica Bank
65
Comerica Bank
Texas
$56.2K +$20.8K +390 +64%
MPCG
66
Matrix Private Capital Group
New York
$44.5K – – –
NP
67
NorthRock Partners
Minnesota
$43.2K – – –
HCM
68
Highlander Capital Management
New Jersey
$34.2K – – –
EWA
69
EverSource Wealth Advisors
Alabama
$30.1K – – –
TFGT
70
TS Financial Group (TSFG)
Illinois
$24K – – –
PS
71
Principal Securities
Iowa
$23.4K – – –
CIA
72
Cape Investment Advisory
Georgia
$16.9K – – –
WT
73
Washington Trust
Rhode Island
$16.9K – – –
GRP
74
Global Retirement Partners
California
$16.1K – – –
KFI
75
Key Financial Inc
Pennsylvania
$14.9K – – –