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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
151
Stratos Wealth Partners
Ohio
$20.3M -$825K -13,063 -4%
SWM
152
SigFig Wealth Management
California
$20.3M -$35.8M -566,644 -66%
BP
153
Ballentine Partners
Massachusetts
$20.2M -$2.26M -35,874 -11%
NA
154
NewEdge Advisors
Louisiana
$19.8M +$7.99M +126,514 +77%
HL
155
HeadInvest LLC
Maine
$19.4M -$436K -6,905 -2%
AWM
156
AE Wealth Management
Kansas
$19.2M +$8.25M +130,706 +87%
LWMT
157
Legacy Wealth Management (Tennessee)
Tennessee
$19.1M -$9.63M -152,555 -35%
CG
158
Colony Group
Massachusetts
$19M -$285K -4,507 -2%
HW
159
Hancock Whitney
Mississippi
$18.9M -$2.49M -39,396 -12%
Fiera Capital (Canada)
160
Fiera Capital (Canada)
Quebec, Canada
$18.9M -$5.06M -80,081 -22%
FSC
161
Full Sail Capital
Oklahoma
$18.8M -$421K -6,674 -3%
MAFM
162
Mid Atlantic Financial Management
Pennsylvania
$18.4M -$529K -8,379 -3%
PWP
163
Personal Wealth Partners
Minnesota
$18.3M +$654K +10,366 +4%
KFA
164
Kays Financial Advisory
Georgia
$18.2M +$10.5M +167,053 +168%
CWM
165
Cahaba Wealth Management
Georgia
$18M +$1.62M +25,685 +11%
CAAS
166
Capital Asset Advisory Services
Michigan
$17.9M +$1.56M +24,722 +12%
RWM
167
RKL Wealth Management
Pennsylvania
$17.8M +$2.94M +46,553 +22%
CCA
168
Conservest Capital Advisors
Pennsylvania
$17.4M +$353K +5,597 +2%
WP
169
WealthSource Partners
California
$17.4M +$12M +189,693 +294%
VCM
170
Vision Capital Management
Oregon
$16.9M -$3.32M -52,662 -18%
MA
171
MUFG Americas
New York
$16.7M -$1.54M -24,332 -9%
CFGS
172
Concourse Financial Group Securities
Alabama
$16.6M +$4.64M +73,563 +43%
KA
173
Klingman & Associates
New York
$16.5M -$462K -7,322 -3%
CTA
174
Chesley Taft & Associates
Illinois
$16.2M -$602K -9,533 -4%
CS
175
Comerica Securities
Michigan
$16.1M +$2.74M +43,473 +23%