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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
251
Sigma Planning Corp
Michigan
$19.8M -$3.53M -35,350 -14%
YCM
252
Yousif Capital Management
Michigan
$19.7M +$20.9M +208,928 New
FA
253
Fountainhead AM
New Jersey
$19.7M +$987K +9,885 +5%
ODG
254
O'Dell Group
Ohio
$19.7M +$487K +4,878 +2%
HG
255
Harbor Group
New Hampshire
$19.7M +$879K +8,798 +4%
ATPW
256
Ashton Thomas Private Wealth
Arizona
$19.6M +$2.61M +26,136 +14%
BPWM
257
Badgley Phelps Wealth Managers
Washington
$19.5M +$226K +2,261 +1%
RCA
258
Resonant Capital Advisors
Wisconsin
$19.5M +$592K +5,927 +3%
CMA
259
Cedar Mountain Advisors
Oregon
$19.5M +$28.5K +285 +0.1%
SB
260
Simmons Bank
Arkansas
$19.3M +$158K +1,586 +0.8%
ASN
261
Advisory Services Network
Georgia
$19.2M +$2.87M +28,704 +16%
Prudential Financial
262
Prudential Financial
New Jersey
$19.2M +$2.32M +23,244 +13%
FWM
263
Fairhaven Wealth Management
Illinois
$19.2M -$129K -1,295 -0.6%
BHWM
264
Bar Harbor Wealth Management
New Hampshire
$19.2M -$162K -1,619 -0.8%
SS
265
Simplicity Solutions
Minnesota
$19.1M +$1.01M +10,084 +5%
SFS
266
Summit Financial Strategies
Ohio
$19M -$22.7K -227 -0.1%
MSA
267
Mason Street Advisors
Wisconsin
$19M
AC
268
Asio Capital
Kentucky
$18.9M +$915K +9,158 +5%
CWA
269
CJM Wealth Advisers
Virginia
$18.6M -$573K -5,733 -3%
OA
270
Operose Advisors
Wisconsin
$18.6M +$656K +6,565 +3%
CA
271
Cornerstone Advisory
Maryland
$18.5M +$2.5M +25,066 +15%
NC
272
NewSquare Capital
Pennsylvania
$18.3M +$1.22M +12,194 +7%
GRP
273
Global Retirement Partners
California
$18.1M -$490K -4,901 -2%
RRA
274
Round Rock Advisors
Connecticut
$18.1M +$247K +2,476 +1%
RCAG
275
Rehmann Capital Advisory Group
Michigan
$17.9M +$3.44M +34,440 +22%