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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$57.4M +$21.1M +386,108 +62%
DWM
27
Destination Wealth Management
California
$55M -$15.8K -290 -0%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$54.6M -$9.82M -179,844 -16%
Bessemer Group
29
Bessemer Group
New Jersey
$52M +$49.6M +908,350 +25,953%
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$50.3M -$557K -10,196 -1%
HTC
31
Haverford Trust Company
Pennsylvania
$47.4M +$924K +16,924 +2%
HNB
32
Huntington National Bank
Ohio
$46.8M
JP Morgan Chase
33
JP Morgan Chase
New York
$46.5M +$10.8M +198,490 +32%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$45M +$9.89M +181,120 +30%
M&T Bank
35
M&T Bank
New York
$38.6M -$1.31M -24,072 -3%
AFS
36
Aft Forsyth & Sober
Florida
$38.5M +$628K +11,500 +2%
BIT
37
BlackRock Institutional Trust
California
$38.1M +$7.6M +139,186 +26%
Prudential Financial
38
Prudential Financial
New Jersey
$37.4M +$5.75M +105,400 +19%
USAA
39
United Services Automobile Association
Texas
$37M -$52.7M -964,800 -60%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$36.1M -$453K -8,290 -1%
GHA
41
GW Henssler & Associates
Georgia
$33.8M +$315K +5,770 +1%
Principal Financial Group
42
Principal Financial Group
Iowa
$32.3M +$16.4K +300 +0.1%
UCFA
43
United Capital Financial Advisors
Texas
$32.2M +$8.62M +157,828 +39%
CI
44
Conning Inc
Connecticut
$31.6M
MA
45
MUFG Americas
New York
$31.2M +$1.09M +20,036 +4%
WF
46
WealthTrust Fairport
Ohio
$30.8M +$386K +7,066 +1%
MIH
47
Madison Investment Holdings
Wisconsin
$30.5M +$716K +13,114 +3%
Truist Financial
48
Truist Financial
North Carolina
$29.7M +$1.88M +34,360 +7%
TAT
49
TD Ameritrade Trust
Colorado
$28M +$4.03M +73,892 +18%
EMA
50
Efficient Market Advisors
California
$27.1M +$3.83M +70,126 +17%