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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
201
Sage Financial Group
Pennsylvania
$14.3M +$718K +10,025 +5%
GT
202
Glenview Trust
Kentucky
$14.3M +$51K +712 +0.4%
CMA
203
Cedar Mountain Advisors
Oregon
$14.2M +$26.7K +372 +0.2%
Principal Financial Group
204
Principal Financial Group
Iowa
$14.2M -$847K -11,825 -6%
Legal & General Group
205
Legal & General Group
United Kingdom
$14.1M +$3.26M +45,500 +29%
SPC
206
Sigma Planning Corp
Michigan
$14.1M -$1.44M -20,092 -9%
HS
207
Horan Securities
United States
$14M -$919K -12,829 -6%
CCFCSB
208
Cape Cod Five Cents Savings Bank
Massachusetts
$13.9M -$1.11M -15,461 -7%
CFIA
209
Cantor Fitzgerald Investment Advisors
New York
$13.9M -$12K -168 -0.1%
FCBT
210
First Citizens Bank & Trust
North Carolina
$13.7M -$879K -12,262 -6%
AWC
211
Abundance Wealth Counselors
Pennsylvania
$13.7M -$269K -3,751 -2%
LSAG
212
Lake Street Advisors Group
New Hampshire
$13.6M -$431K -6,008 -3%
TFO
213
Tarbox Family Office
California
$13.6M +$1.37M +19,166 +11%
SMC
214
Smith, Moore & Co
Missouri
$13.6M -$771K -10,757 -5%
SWPG
215
Strategic Wealth Partners Group
Illinois
$13.5M +$643K +8,972 +5%
AIA
216
Ally Invest Advisors
North Carolina
$13.5M +$1.04M +14,491 +8%
FAAS
217
First Allied Advisory Services
California
$13.4M +$491K +6,855 +4%
LP
218
LGL Partners
Pennsylvania
$13.3M -$1.35M -18,832 -9%
WWM
219
Windsor Wealth Management
Indiana
$13.1M -$634K -8,843 -5%
FMWA
220
Forvis Mazars Wealth Advisors
Missouri
$13M +$11.5M +160,176 +644%
FWM
221
Fairhaven Wealth Management
Illinois
$12.7M +$37.9K +529 +0.3%
TF
222
TimeScale Financial
Massachusetts
$12.6M -$64.4K -898 -0.5%
SFS
223
Summit Financial Strategies
Ohio
$12.5M -$218K -3,043 -2%
FCI
224
Financial Counselors Inc
Kansas
$12.5M -$2.14M -29,801 -14%
RJT
225
Raymond James Trust
Florida
$12.4M +$48.7K +680 +0.4%