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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
276
Phillips Financial Management
Indiana
$18.5M +$919K +8,518 +5%
CFO
277
Colony Family Offices
North Carolina
$18.5M
NC
278
NewSquare Capital
Pennsylvania
$18.5M +$6.03M +55,921 +48%
AWM
279
Abound Wealth Management
Tennessee
$18.4M +$789K +7,313 +4%
FWM
280
FFT Wealth Management
Pennsylvania
$18.4M -$14.3M -132,391 -44%
PFA
281
Pettinga Financial Advisors
Indiana
$18.3M -$2.94M -27,277 -14%
HG
282
Harbor Group
New Hampshire
$18.2M +$128K +1,184 +0.7%
MCM
283
Monument Capital Management
Virginia
$18.1M +$9.79M +90,680 +118%
FA
284
Fountainhead AM
New Jersey
$17.9M +$448K +4,149 +3%
MW
285
MBL Wealth
North Carolina
$17.9M +$17.9M +165,797 New
GG
286
Gofen & Glossberg
Illinois
$17.8M +$33.8K +313 +0.2%
RVPG
287
Relative Value Partners Group
$17.8M +$17.8M +165,040 New
LFS
288
Lutz Financial Services
Nebraska
$17.7M +$1.41M +13,032 +9%
PCMC
289
Private Capital Management (Colorado)
Colorado
$17.7M +$3.03M +28,098 +21%
Mirae Asset Global Investments
290
Mirae Asset Global Investments
South Korea
$17.7M -$6.47M -60,000 -27%
TPSF
291
Texas Permanent School Fund
Texas
$17.6M +$6.85M +63,512 +64%
FFBTD
292
First Financial Bank - Trust Division
Ohio
$17.6M -$1.63M -15,107 -8%
PMG
293
ProVise Management Group
Florida
$17.4M -$587K -5,441 -3%
CA
294
Capital Advantage
California
$17.4M +$178K +1,651 +1%
FCBT
295
First Citizens Bank & Trust
North Carolina
$17.2M -$1.05M -9,737 -6%
VFIC
296
Valley Forge Investment Consultants
Pennsylvania
$17.2M +$1.9M +17,615 +12%
SIC
297
Shoker Investment Counsel
Ohio
$17.1M +$111K +1,027 +0.7%
KWMG
298
King Wealth Management Group
Florida
$17M +$1.31M +12,161 +8%
ETS
299
ESL Trust Services
New York
$17M +$129K +1,195 +0.8%
MWM
300
MTC Wealth Management
Florida
$16.9M +$1.76M +16,350 +12%