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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
101
Lake Street Advisors Group
New Hampshire
$37M +$610K +7,944 +2%
CIA
102
Capital Investment Advisors
Georgia
$37M +$487K +6,337 +1%
LI
103
LVZ Inc
Michigan
$36.6M +$20.5M +267,110 +129%
FBFS
104
First Business Financial Services
Wisconsin
$36.4M +$5.29M +68,877 +17%
WF
105
WealthTrust Fairport
Ohio
$36.4M +$494K +6,434 +1%
BF
106
BOK Financial
Oklahoma
$36M -$992K -12,915 -3%
MPWT
107
MassMutual Private Wealth & Trust
Connecticut
$35.9M +$587K +7,639 +2%
AIM
108
Acropolis Investment Management
Missouri
$35.6M -$904K -11,768 -2%
RW
109
RVW Wealth
California
$35.3M +$35.2M +458,007 New
SSB
110
Sandy Spring Bank
Maryland
$35.1M +$788K +10,267 +2%
PP
111
Pegasus Partners
Wisconsin
$34.4M +$5.69M +74,126 +20%
GHA
112
GW Henssler & Associates
Georgia
$34.3M +$122K +1,593 +0.4%
CTA
113
Chesley Taft & Associates
Illinois
$34.2M +$4.05M +52,722 +14%
Creative Planning
114
Creative Planning
Kansas
$34.1M +$623K +8,115 +2%
ECM
115
ETrade Capital Management
Virginia
$34M +$5.36M +69,787 +19%
APCM
116
Alaska Permanent Capital Management
Alaska
$33.8M +$777K +10,113 +2%
SWM
117
SigFig Wealth Management
California
$33.6M +$4.36M +56,781 +15%
V
118
Veritable
Delaware
$33.3M +$379K +4,933 +1%
FT
119
Fiduciary Trust
Massachusetts
$33.3M +$7.33M +95,447 +28%
CIBC Private Wealth Group
120
CIBC Private Wealth Group
Georgia
$32.6M +$240K +3,122 +0.7%
WA
121
Wealth Architects
California
$31.2M +$839K +10,929 +3%
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
$30.9M +$12.9M +168,552 +73%
CAG
123
Crestwood Advisors Group
Massachusetts
$30.9M +$1.5M +19,495 +5%
BSB
124
Bangor Savings Bank
Maine
$30.3M -$408K -5,309 -1%
DT
125
Diversified Trust
Tennessee
$29.4M +$1.21M +15,725 +4%