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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSA
276
Mason Street Advisors
Wisconsin
$17.8M
ASN
277
Advisory Services Network
Georgia
$17.6M -$1.14M -11,366 -6%
AC
278
Asio Capital
Kentucky
$17.5M +$4.71M +47,130 +35%
AWA
279
Alaska Wealth Advisors
Alaska
$17.4M -$3.79M -37,861 -17%
NC
280
NewSquare Capital
Pennsylvania
$17.1M +$70.5K +705 +0.4%
TCM
281
Twele Capital Management
Minnesota
$17.1M -$1.08M -10,787 -6%
CA
282
Cornerstone Advisory
Maryland
$17M +$108K +1,082 +0.6%
VVP
283
Venture Visionary Partners
Ohio
$16.9M -$2.19M -21,938 -11%
CAG
284
Crestwood Advisors Group
Massachusetts
$16.9M -$402K -4,020 -2%
WJA
285
Willis Johnson & Associates
Texas
$16.7M -$4.42M -44,237 -20%
FMWA
286
Forvis Mazars Wealth Advisors
Missouri
$16.6M -$465K -4,655 -3%
ATPW
287
Ashton Thomas Private Wealth
Arizona
$16.6M +$1.19M +11,942 +7%
EWM
288
Executive Wealth Management
Michigan
$16.6M -$958K -9,580 -5%
PWMAG
289
Pinnacle Wealth Management Advisory Group
New Jersey
$16.6M -$195K -1,955 -1%
RVPG
290
Relative Value Partners Group
$16.3M -$867K -8,669 -5%
FNBT
291
FineMark National Bank & Trust
Florida
$16.3M +$1M +10,029 +6%
YIA
292
YHB Investment Advisors
Connecticut
$16.2M +$2.82M +28,232 +20%
LPT
293
Legacy Private Trust
Wisconsin
$16.2M -$1.2M -11,980 -7%
CA
294
Clearstead Advisors
Ohio
$16.2M +$1.6M +16,012 +11%
T
295
TrueFG
Texas
$16.2M +$181K +1,810 +1%
BWM
296
Baron Wealth Management
Michigan
$16.2M +$556K +5,565 +3%
LFS
297
Lutz Financial Services
Nebraska
$16.1M -$378K -3,778 -2%
Two Sigma Advisers
298
Two Sigma Advisers
New York
$15.9M +$16.4M +164,200 New
JA
299
JVL Associates
Michigan
$15.8M +$27.7K +277 +0.2%
CB
300
Community Bank
New York
$15.8M +$1.18M +11,841 +8%