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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$162M
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$158M -$13.1M -176,131 -6%
CAM
28
Cresset Asset Management
Illinois
$157M +$8.13M +109,225 +4%
AA
29
Alesco Advisors
New York
$146M +$23.6M +317,070 +14%
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$144M -$24.3M -326,684 -11%
NA
31
NextCapital Advisers
Illinois
$143M +$54.5M +731,689 +41%
NMIMC
32
Northwestern Mutual Investment Management Company
Wisconsin
$135M +$43M +577,400 +32%
State Street
33
State Street
Massachusetts
$122M +$28.3M +379,428 +21%
HTC
34
Haverford Trust Company
Pennsylvania
$120M +$2.87M +38,520 +2%
Financial Engines Advisors
35
Financial Engines Advisors
California
$119M +$125M +1,682,740 +380%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$119M -$11.4M -152,480 -7%
USAA
37
United Services Automobile Association
Texas
$112M -$2.47M -33,103 -2%
HNB
38
Huntington National Bank
Ohio
$98.6M
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$92.9M -$61.4K -825 -0%
Osaic Holdings
40
Osaic Holdings
Arizona
$84.7M +$195M +2,622,168 New
Citigroup
41
Citigroup
New York
$83.9M -$5.95M -79,832 -5%
VA
42
Valmark Advisers
Ohio
$76.5M -$126M -1,687,398 -55%
HighTower Advisors
43
HighTower Advisors
Illinois
$75.4M -$23.2M -311,233 -19%
BIM
44
Bridges Investment Management
Nebraska
$67.9M -$857K -11,510 -0.9%
M&T Bank
45
M&T Bank
New York
$63.2M +$83.9M +1,126,508 New
SS
46
Simplicity Solutions
Minnesota
$61.5M +$24.7M +331,415 +456%
JP Morgan Chase
47
JP Morgan Chase
New York
$59.2M -$22M -295,703 -22%
FT
48
Fiduciary Trust
Massachusetts
$59.1M +$9.52M +127,854 +14%
Stifel Financial
49
Stifel Financial
Missouri
$57M -$8.66M -116,303 -10%
WANY
50
Wealthspire Advisors (New York)
New York
$56.9M +$19.4M +260,476 +35%