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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHB
226
First Hawaiian Bank
Hawaii
$23.6M +$370K +3,428 +2%
GT
227
Glenview Trust
Kentucky
$23.5M +$2.5M +23,124 +12%
LPT
228
Legacy Private Trust
Wisconsin
$23.4M -$437K -4,051 -2%
ASN
229
Advisory Services Network
Georgia
$23.4M +$5.83M +54,058 +33%
OC
230
Oppenheimer & Co
New York
$23.3M +$1.13M +10,471 +5%
GL
231
Graypoint LLC
New York
$23.3M +$2.96M +27,443 +15%
WWM
232
Windsor Wealth Management
Indiana
$23.3M -$447K -4,139 -2%
SB
233
Simmons Bank
Arkansas
$23.2M -$211K -1,959 -0.9%
BHWM
234
Bar Harbor Wealth Management
New Hampshire
$23.2M -$91.6K -849 -0.4%
VOYA Investment Management
235
VOYA Investment Management
Georgia
$23.1M +$897K +8,313 +4%
WP
236
WealthSource Partners
California
$23M -$608K -5,633 -3%
SWPG
237
Strategic Wealth Partners Group
Illinois
$23M +$239K +2,215 +1%
RSWM
238
Robertson Stephens Wealth Management
California
$22.9M +$13.2M +122,108 +135%
FCI
239
Financial Counselors Inc
Kansas
$22.8M +$1.44M +13,301 +7%
CMA
240
Cedar Mountain Advisors
Oregon
$22.7M +$54.4K +504 +0.2%
LP
241
LGL Partners
Pennsylvania
$22.7M +$135K +1,248 +0.6%
SMC
242
Smith, Moore & Co
Missouri
$22.4M +$472K +4,373 +2%
BOS
243
Bank of Stockton
California
$22.3M -$245K -2,269 -1%
MHS
244
M Holdings Securities
Oregon
$22.1M +$22.1M +204,947 New
FFS
245
Founders Financial Securities
Maryland
$21.9M +$7.11M +65,865 +48%
TFO
246
Tarbox Family Office
California
$21.7M -$163K -1,508 -0.7%
SFS
247
Summit Financial Strategies
Ohio
$21.7M -$229K -2,118 -1%
AI
248
Atria Investments
North Carolina
$21.2M -$685K -6,344 -3%
RCA
249
Resonant Capital Advisors
Wisconsin
$21.1M -$656K -6,079 -3%
LSAG
250
Lake Street Advisors Group
New Hampshire
$21M +$272K +2,524 +1%