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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
276
Executive Wealth Management
Michigan
$17.1M +$15.4M +160,623 +788%
KIM
277
Karpus Investment Management
New York
$17.1M +$17.3M +180,200 New
WP
278
WealthSource Partners
California
$17M -$1.94M -20,223 -10%
LPT
279
Legacy Private Trust
Wisconsin
$17M -$7.44M -77,558 -30%
CAG
280
Crestwood Advisors Group
Massachusetts
$16.9M -$700K -7,294 -4%
AWM
281
Avior Wealth Management
Nebraska
$16.8M -$1.35M -14,037 -7%
RVPG
282
Relative Value Partners Group
$16.8M +$1.87M +19,527 +12%
TWM
283
Tanglewood Wealth Management
Texas
$16.8M +$17M +177,036 New
Mirae Asset Global Investments
284
Mirae Asset Global Investments
South Korea
$16.8M +$4.41M +46,000 +35%
FMWA
285
Forvis Mazars Wealth Advisors
Missouri
$16.7M -$3.66M -38,206 -18%
CFGS
286
Concourse Financial Group Securities
Alabama
$16.7M -$863K -8,998 -5%
NC
287
NewSquare Capital
Pennsylvania
$16.7M -$312K -3,254 -2%
GL
288
Graypoint LLC
New York
$16.6M -$1.54M -16,077 -8%
CA
289
Cornerstone Advisory
Maryland
$16.6M +$9.75M +101,643 +138%
PWMAG
290
Pinnacle Wealth Management Advisory Group
New Jersey
$16.4M +$3.22M +33,581 +24%
AWE
291
Avidian Wealth Enterprises
Texas
$16.4M -$1.23M -12,832 -7%
CS
292
Credit Suisse
Switzerland
$16.3M +$701K +7,308 +4%
CS
293
Comerica Securities
Michigan
$16.3M -$996K -10,387 -6%
LFS
294
Lutz Financial Services
Nebraska
$16.1M +$88.3K +921 +0.5%
GGS
295
Galvin Gaustad & Stein
Arizona
$15.7M +$642K +6,689 +4%
T
296
TrueFG
Texas
$15.7M +$425K +4,432 +3%
ST
297
Smithfield Trust
Pennsylvania
$15.6M +$1.28M +13,373 +9%
AF
298
Affiance Financial
Minnesota
$15.6M -$2.32M -24,220 -13%
JA
299
JVL Associates
Michigan
$15.5M -$63.7K -664 -0.4%
COPPSERS
300
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$15.4M -$34.6M -360,421 -69%