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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
176
RKL Wealth Management
Pennsylvania
$31.8M +$676K +7,101 +2%
Fiera Capital (Canada)
177
Fiera Capital (Canada)
Quebec, Canada
$31.4M +$424K +4,450 +1%
Brown Advisory
178
Brown Advisory
Maryland
$31.3M -$21.8M -228,844 -42%
CA
179
Cetera Advisors
Colorado
$31.3M -$8.66M -90,990 -22%
SWPG
180
Strategic Wealth Partners Group
Illinois
$31M +$208K +2,189 +0.7%
ERWM
181
Elk River Wealth Management
Colorado
$30.9M -$506K -5,309 -2%
SW
182
SVB Wealth
Massachusetts
$30.5M -$8.16M -85,699 -22%
AIA
183
Ally Invest Advisors
North Carolina
$30.5M +$483K +5,073 +2%
FMC
184
First Merchants Corp
Indiana
$30.4M +$629K +6,608 +2%
GLLW
185
Graves Light Lenhart Wealth
Virginia
$30M +$448K +4,705 +2%
PA
186
Planning Alternatives
Michigan
$29.9M +$136K +1,424 +0.5%
SWM
187
Stockman Wealth Management
Montana
$29.7M +$5.5M +57,739 +24%
GBT
188
Grove Bank & Trust
Florida
$29.4M +$1.5M +15,781 +6%
CCFCSB
189
Cape Cod Five Cents Savings Bank
Massachusetts
$29M +$1.76M +18,493 +7%
HWA
190
HCR Wealth Advisors
California
$28.8M +$119K +1,248 +0.4%
BP
191
Ballentine Partners
Massachusetts
$28.8M -$2.96M -31,109 -10%
CCWA
192
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$28.7M +$711K +7,464 +3%
PI
193
PFS Investments
Georgia
$28.6M +$14.2M +148,741 +107%
MLFP
194
MPS Loria Financial Planners
Illinois
$28M +$320K +3,362 +1%
MA
195
MCF Advisors
Kentucky
$27.9M +$1.07M +11,239 +4%
Legal & General Group
196
Legal & General Group
United Kingdom
$27.6M -$9.74M -102,240 -27%
CAAS
197
Capital Asset Advisory Services
Michigan
$27.6M +$323K +3,394 +1%
HL
198
HeadInvest LLC
Maine
$27.3M -$584K -6,134 -2%
PA
199
Pinnacle Associates
New York
$27.2M +$2.03M +21,323 +8%
FFA
200
Fi3 Financial Advisors
Indiana
$27M +$6.96M +73,071 +37%