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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFS
301
Aft Forsyth & Sober
Florida
$15.2M +$10.9M +104,475 +292%
SI
302
Stephens Inc
Arkansas
$15.2M +$712K +6,798 +5%
BFO
303
Boston Family Office
Massachusetts
$15.2M -$722K -6,897 -5%
WTC
304
WhitTier Trust Company
Nevada
$15.2M +$293K +2,795 +2%
BWL
305
Bogart Wealth LLC
Virginia
$15.2M +$14.6M +139,705 +83,158%
Principal Financial Group
306
Principal Financial Group
Iowa
$15.1M -$6.44M -61,538 -31%
SAM
307
Summit Asset Management
Tennessee
$15M -$99.5K -951 -0.7%
A
308
AdvicePeriod
California
$15M -$781K -7,463 -5%
MIAN
309
Mariner Independent Advisor Network
Kansas
$15M +$5.63M +53,782 +64%
PFM
310
Phillips Financial Management
Indiana
$15M -$64.5K -616 -0.4%
IWS
311
Insight Wealth Strategies
California
$15M +$3.39M +32,350 +31%
BSSFA
312
Baron Silver Stevens Financial Advisors
Florida
$14.9M +$135K +1,289 +0.9%
APA
313
Allegiant Private Advisors
Florida
$14.9M -$837K -7,997 -5%
ZCM
314
Ziegler Capital Management
Illinois
$14.9M +$596K +5,694 +4%
KFAA
315
Klaas Financial Asset Advisors
Illinois
$14.8M +$145K +1,389 +1%
MSL
316
Mackay Shields LLC
New York
$14.8M +$14.2M +135,953 New
FA
317
Fountainhead AM
New Jersey
$14.7M +$991K +9,470 +7%
EWA
318
Encompass Wealth Advisors
Oregon
$14.7M +$3.2M +30,616 +30%
JFA
319
JNBA Financial Advisors
Minnesota
$14.6M +$724K +6,914 +5%
NCMW
320
Northern Capital Management (Washington)
Washington
$14.6M -$1.76M -16,837 -11%
EIG
321
Ellenbecker Investment Group
Wisconsin
$14.5M -$2.19M -20,927 -14%
CIG
322
Cairn Investment Group
Washington
$14.4M +$453K +4,327 +3%
HR
323
Hardy Reed
Mississippi
$14.4M +$6.18K +59 +0%
CB
324
Community Bank
New York
$14.4M -$1.56M -14,902 -10%
KWMG
325
King Wealth Management Group
Florida
$14.3M +$3.74M +35,718 +37%