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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
301
FFT Wealth Management
Pennsylvania
$19.9M +$5.74M +50,897 +37%
LGA
302
Lebenthal Global Advisors
New York
$19.8M -$6.09M -53,962 -22%
TCOV
303
Trust Company of Vermont
Vermont
$19.8M +$1.28M +11,354 +6%
KWMG
304
King Wealth Management Group
Florida
$19.8M +$244K +2,162 +1%
FWA
305
FORM Wealth Advisors
Wisconsin
$19.6M +$21.2M +187,449 New
LFS
306
Lutz Financial Services
Nebraska
$19.5M -$50.3K -446 -0.2%
GIA
307
Gladstone Institutional Advisory
Florida
$19.5M +$1.47M +13,002 +7%
XF
308
XML Financial
Maryland
$19.4M +$3.52M +31,168 +20%
PFPT
309
Pinnacle Financial Partners (Tennessee)
Tennessee
$19.4M +$754K +6,680 +4%
MIA
310
MainStreet Investment Advisors
Illinois
$19.4M -$821K -7,277 -4%
CA
311
Cornerstone Advisory
Maryland
$19.3M -$2.26M -20,062 -10%
CGA
312
Crescent Grove Advisors
Illinois
$19.3M -$255K -2,260 -1%
CA
313
CoreCap Advisors
Michigan
$19.2M +$6.37M +56,452 +44%
RFP
314
Roth Financial Partners
Texas
$19.2M +$384K +3,399 +2%
SPC
315
Sigma Planning Corp
Michigan
$19.1M -$1.93M -17,120 -9%
HSBC Holdings
316
HSBC Holdings
United Kingdom
$19.1M +$10.1M +89,100 +95%
OPWM
317
Oakwell Private Wealth Management
Texas
$19M +$1.04M +9,248 +5%
BFPW
318
BOK Financial Private Wealth
Colorado
$18.7M -$2.5M -22,141 -11%
AWM
319
Apollon Wealth Management
South Carolina
$18.7M -$167K -1,483 -0.8%
BFG
320
Bleakley Financial Group
New Jersey
$18.6M +$222K +1,969 +1%
SC
321
SouthState Corp
Florida
$18.6M +$12.7M +112,608 +174%
ST
322
Sageworth Trust
Pennsylvania
$18.5M -$154K -1,367 -0.8%
CRC
323
Curi RMB Capital
Illinois
$18.4M -$7.72M -68,423 -28%
ISB
324
Iowa State Bank
Iowa
$18.4M +$5.84M +51,757 +42%
IWC
325
Integrated Wealth Concepts
Massachusetts
$18.3M +$381K +3,374 +2%