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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GT
201
Glenview Trust
Kentucky
$13.9M +$8.31M +131,565 +185%
CMA
202
Cedar Mountain Advisors
Oregon
$13.8M -$1.3M -20,639 -9%
PFA
203
Pettinga Financial Advisors
Indiana
$13.7M +$5.01M +79,398 +66%
LSAG
204
Lake Street Advisors Group
New Hampshire
$13.6M -$8.36M -132,421 -40%
TC
205
Trilogy Capital
California
$13.6M +$626K +9,914 +5%
AWC
206
Abundance Wealth Counselors
Pennsylvania
$13.5M -$1.15M -18,193 -8%
BOS
207
Bank of Stockton
California
$13.3M -$3.05M -48,320 -20%
SFG
208
Sage Financial Group
Pennsylvania
$13.2M +$1.63M +25,838 +15%
BFPW
209
BOK Financial Private Wealth
Colorado
$13.2M -$1.21M -19,088 -9%
PWAG
210
Polaris Wealth Advisory Group
California
$13M +$2.31M +36,547 +23%
MCWS
211
McKinley Carter Wealth Services
West Virginia
$12.9M -$7.48M -118,511 -38%
FAAS
212
First Allied Advisory Services
California
$12.6M +$2.08M +32,895 +22%
SWPG
213
Strategic Wealth Partners Group
Illinois
$12.5M +$1.88M +29,795 +19%
WWM
214
Windsor Wealth Management
Indiana
$12.5M +$6.95M +110,069 +151%
SFS
215
Summit Financial Strategies
Ohio
$12.4M +$855K +13,544 +8%
FWM
216
Fairhaven Wealth Management
Illinois
$12.3M +$999K +15,825 +10%
HCA
217
Heck Capital Advisors
Wisconsin
$12.1M +$1.57M +24,896 +16%
AIA
218
Ally Invest Advisors
North Carolina
$12.1M +$791K +12,530 +8%
FFBTD
219
First Financial Bank - Trust Division
Ohio
$12.1M +$1.47M +23,313 +15%
LNC
220
Lincoln National Corp
Pennsylvania
$12M +$199K +3,145 +2%
TF
221
TimeScale Financial
Massachusetts
$12M -$26.2K -415 -0.2%
RJT
222
Raymond James Trust
Florida
$12M +$631 +10 +0%
TFO
223
Tarbox Family Office
California
$11.9M -$843K -13,350 -7%
AWM
224
Apollon Wealth Management
South Carolina
$11.9M +$2.29M +36,226 +26%
PMG
225
ProVise Management Group
Florida
$11.8M +$3.08M +48,824 +39%