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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
201
Magnus Financial Group
New York
$23.2M -$44.3M -423,494 -66%
PA
202
Parallel Advisors
California
$23.2M +$17.6M +167,862 +364%
BFPW
203
BOK Financial Private Wealth
Colorado
$23.2M +$631K +6,026 +3%
FCI
204
Financial Counselors Inc
Kansas
$23.1M +$1.32M +12,590 +6%
VVP
205
Venture Visionary Partners
Ohio
$23M +$2.1M +20,094 +10%
AWA
206
Alaska Wealth Advisors
Alaska
$22.9M -$292K -2,792 -1%
FHB
207
First Hawaiian Bank
Hawaii
$22.8M -$1.35M -12,892 -6%
SFG
208
Sage Financial Group
Pennsylvania
$22.4M +$183K +1,750 +0.9%
TCM
209
Twele Capital Management
Minnesota
$22.2M -$14.1M -134,541 -40%
W
210
Wealthquest
Ohio
$22M -$3.39M -32,377 -14%
CMA
211
Cedar Mountain Advisors
Oregon
$21.9M -$213K -2,039 -1%
WWM
212
Windsor Wealth Management
Indiana
$21.9M +$1.75M +16,710 +9%
BOS
213
Bank of Stockton
California
$21.9M +$1.18M +11,317 +6%
GT
214
Glenview Trust
Kentucky
$21.8M -$515K -4,921 -2%
GW
215
GW & Wade
Massachusetts
$21.7M +$3.64M +34,791 +21%
TPWA
216
TRUE Private Wealth Advisors
Oregon
$21.4M +$135K +1,291 +0.7%
SPP
217
Single Point Partners
Massachusetts
$21.3M +$3.52M +33,584 +21%
CC
218
Cadinha & Co
Hawaii
$21.3M -$1.02M -9,755 -5%
SMC
219
Smith, Moore & Co
Missouri
$21.2M +$846K +8,082 +4%
SWPG
220
Strategic Wealth Partners Group
Illinois
$21.1M +$99.8K +953 +0.5%
PWP
221
Personal Wealth Partners
Minnesota
$21M -$6.41M -61,222 -24%
WP
222
WealthSource Partners
California
$20.9M +$7.32M +69,949 +57%
EGWAG
223
Elwood & Goetz Wealth Advisory Group
Georgia
$20.9M -$1.24M -11,861 -6%
CS
224
Comerica Securities
Michigan
$20.8M -$1.48M -14,101 -7%
LSAG
225
Lake Street Advisors Group
New Hampshire
$20.7M -$46.6K -445 -0.2%