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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
51
Valeo Financial Advisors
Indiana
$128M +$14.2M +131,815 +12%
NMIMC
52
Northwestern Mutual Investment Management Company
Wisconsin
$117M -$6.43M -59,600 -5%
KAS
53
Kestra Advisory Services
Texas
$115M +$3.2M +29,688 +3%
Victory Capital Management
54
Victory Capital Management
Texas
$114M +$36.2M +335,135 +41%
MFW
55
Meristem Family Wealth
Minnesota
$114M -$7.48M -69,341 -6%
JP Morgan Chase
56
JP Morgan Chase
New York
$114M -$5.14M -47,677 -4%
PFO
57
Pathstone Family Office
New Jersey
$113M +$520K +4,823 +0.5%
BIM
58
Bridges Investment Management
Nebraska
$112M +$1.2M +11,134 +1%
M&T Bank
59
M&T Bank
New York
$109M +$2.6M +24,112 +2%
Creative Planning
60
Creative Planning
Kansas
$108M +$6.88M +63,723 +7%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$106M -$36.1M -334,102 -26%
PCA
62
Personal Capital Advisors
California
$102M +$96.1M +890,502 +1,567%
JMPWA
63
JP Morgan Private Wealth Advisors
California
$97.4M +$2.11M +19,554 +2%
UB
64
UMB Bank
Missouri
$97.3M +$5.04M +46,698 +5%
PAS
65
Park Avenue Securities
New York
$97.3M -$22.4M -207,678 -19%
HT
66
Hefren-Tillotson
Pennsylvania
$91.5M -$650K -6,028 -0.7%
SPIA
67
Steward Partners Investment Advisory
New York
$90.9M +$7.1M +65,750 +8%
Jones Financial Companies
68
Jones Financial Companies
Missouri
$90.4M +$4.78M +44,259 +6%
AssetMark Inc
69
AssetMark Inc
California
$89.7M -$2.01M -18,645 -2%
FIB
70
First Interstate Bank
Montana
$89.5M +$9.23M +85,506 +11%
AIM
71
Acropolis Investment Management
Missouri
$87.7M +$3.13M +28,991 +4%
Comerica Bank
72
Comerica Bank
Texas
$86.7M -$4.58M -42,475 -5%
RC
73
RegentAtlantic Capital
New Jersey
$86.7M -$18.1M -167,420 -17%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$84.5M -$6.89M -63,809 -8%
DWM
75
Destination Wealth Management
California
$82.5M +$326K +3,019 +0.4%