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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
201
Concourse Financial Group Securities
Alabama
$19.4M -$3.18M -38,654 -15%
SPC
202
Sigma Planning Corp
Michigan
$19.4M +$841K +10,233 +5%
EWM
203
Executive Wealth Management
Michigan
$19.2M -$741K -9,014 -4%
BFPW
204
BOK Financial Private Wealth
Colorado
$19.1M +$133K +1,616 +0.8%
CC
205
Cadinha & Co
Hawaii
$19M +$16.2M +197,397 +2,233%
GT
206
Glenview Trust
Kentucky
$18.9M +$187K +2,281 +1%
CS
207
Comerica Securities
Michigan
$18.9M -$2.94M -35,731 -15%
AIA
208
Ally Invest Advisors
North Carolina
$18.8M +$1.05M +12,807 +7%
EGWAG
209
Elwood & Goetz Wealth Advisory Group
Georgia
$18.8M -$682K -8,300 -4%
SFG
210
Sage Financial Group
Pennsylvania
$18.8M +$31.8K +387 +0.2%
HS
211
Horan Securities
United States
$18.7M +$364K +4,426 +2%
CMA
212
Cedar Mountain Advisors
Oregon
$18.7M +$75.1K +914 +0.5%
DT
213
Daniels + Tansey
Delaware
$18.6M +$13.3M +161,471 +724%
FCI
214
Financial Counselors Inc
Kansas
$18.4M +$1.86M +22,644 +13%
Principal Financial Group
215
Principal Financial Group
Iowa
$18.4M -$102K -1,239 -0.6%
CFIA
216
Cantor Fitzgerald Investment Advisors
New York
$18.4M -$299K -3,636 -2%
AWC
217
Abundance Wealth Counselors
Pennsylvania
$18.1M +$202K +2,457 +1%
TPWA
218
TRUE Private Wealth Advisors
Oregon
$18M -$4.43M -53,906 -22%
AF
219
Ally Financial
Michigan
$17.9M +$16M +195,000 New
APA
220
American Portfolios Advisors
New York
$17.9M +$8.85M +107,717 +124%
CCFCSB
221
Cape Cod Five Cents Savings Bank
Massachusetts
$17.8M -$393K -4,786 -2%
SWPG
222
Strategic Wealth Partners Group
Illinois
$17.7M +$70.5K +858 +0.4%
TFO
223
Tarbox Family Office
California
$17.7M -$57.2K -696 -0.4%
VVP
224
Venture Visionary Partners
Ohio
$17.7M +$4.82M +58,661 +44%
NA
225
Nottingham Advisors
New York
$17.6M -$3.65M -44,480 -19%