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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
151
Focus Partners Wealth
Massachusetts
$47.4M -$125M -1,106,039 -73%
Charles Schwab
152
Charles Schwab
California
$46.8M -$1.67M -14,797 -4%
CI
153
Conning Inc
Connecticut
$46M +$137K +1,211 +0.3%
BCWM
154
Bartlett & Co Wealth Management
Ohio
$46M +$3.94M +34,873 +10%
CWM
155
Congress Wealth Management
Massachusetts
$45.7M +$31M +274,698 +236%
WP
156
WMS Partners
Maryland
$45.6M -$5.83M -51,603 -12%
AF
157
Ally Financial
Michigan
$45.4M
VFA
158
Voya Financial Advisors
Connecticut
$44.8M -$514K -4,547 -1%
UBV
159
United Bank (Virginia)
Virginia
$44.1M +$1.58M +13,981 +4%
R
160
Rebalance
California
$44.1M +$396K +3,503 +0.9%
Brown Advisory
161
Brown Advisory
Maryland
$44M +$12M +106,295 +39%
RWM
162
RKL Wealth Management
Pennsylvania
$43.8M +$1.03M +9,107 +2%
FAM
163
Frontier Asset Management
Wyoming
$43.3M +$5.09M +45,041 +14%
HWA
164
HCR Wealth Advisors
California
$43M +$407K +3,602 +1%
CTA
165
Chesley Taft & Associates
Illinois
$42.8M +$440K +3,893 +1%
VA
166
Valmark Advisers
Ohio
$42.6M -$219K -1,942 -0.5%
AWM
167
Axxcess Wealth Management
California
$42.3M +$5.67M +50,165 +16%
OCG
168
Opus Capital Group
Ohio
$42.1M +$2.29M +20,257 +6%
LI
169
LVZ Inc
Michigan
$41.8M +$1.58M +13,961 +4%
ACM
170
Arcataur Capital Management
Wisconsin
$41.7M -$133K -1,180 -0.3%
Fiera Capital (Canada)
171
Fiera Capital (Canada)
Quebec, Canada
$41.6M +$6.36M +56,328 +19%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$41.4M -$2.57M -22,764 -6%
SC
173
Savant Capital
Illinois
$40.8M -$5.44M -48,130 -12%
GL
174
Graypoint LLC
New York
$40.8M +$815K +7,216 +2%
Lazard Asset Management
175
Lazard Asset Management
New York
$39.5M +$3.23M +28,592 +9%