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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
151
Forvis Mazars Wealth Advisors
Missouri
$31.3M -$3.63M -36,504 -10%
AWM
152
Altium Wealth Management
New York
$30.9M -$979K -9,840 -3%
CCM
153
Covington Capital Management
California
$30.7M -$167K -1,675 -0.5%
AFG
154
Albion Financial Group
Utah
$30.7M +$1.25M +12,592 +4%
Fiera Capital (Canada)
155
Fiera Capital (Canada)
Quebec, Canada
$30.6M -$3.86M -38,777 -10%
WFA
156
Wipfli Financial Advisors
Wisconsin
$30.4M +$2.43M +24,431 +8%
FSC
157
Full Sail Capital
Oklahoma
$30.2M +$3.57M +35,911 +12%
JWA
158
JFS Wealth Advisors
Pennsylvania
$29.9M +$283K +2,843 +0.9%
AWM
159
AE Wealth Management
Kansas
$29.9M -$5.31M -53,400 -14%
OCG
160
Opus Capital Group
Ohio
$29.5M +$1.6M +16,052 +5%
GT
161
Glenview Trust
Kentucky
$29.5M +$10.1M +101,535 +47%
CW
162
Connectus Wealth
Ohio
$29.4M +$1.64M +16,502 +5%
WPA
163
West Paces Advisors
Georgia
$29.1M +$585K +5,884 +2%
HWA
164
HCR Wealth Advisors
California
$28.8M -$550K -5,531 -2%
CAAS
165
Capital Asset Advisory Services
Michigan
$28.5M +$810K +8,146 +3%
I
166
INVST
Indiana
$28.1M +$23.5M +236,730 +657%
SCA
167
Spearhead Capital Advisors
Florida
$27.9M -$1.65M -16,582 -5%
SRG
168
SBB Research Group
Illinois
$27.9M -$41.5M -417,400 -58%
TC
169
Telemus Capital
Michigan
$27.9M +$26.6M +267,311 +768%
PA
170
Planning Alternatives
Michigan
$27.9M -$16.6M -167,361 -36%
AWS
171
Atria Wealth Solutions
New York
$27.5M -$9.08M -91,345 -24%
AIA
172
Ally Invest Advisors
North Carolina
$27.2M +$104K +1,046 +0.4%
CWM
173
Cahaba Wealth Management
Georgia
$27.2M +$1.8M +18,115 +7%
RWM
174
RKL Wealth Management
Pennsylvania
$26.9M +$216K +2,176 +0.8%
CCA
175
Conservest Capital Advisors
Pennsylvania
$26.8M +$1.93M +19,414 +7%