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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VVP
276
Venture Visionary Partners
Ohio
$17.7M +$217K +2,280 +1%
EWM
277
Executive Wealth Management
Michigan
$17.6M +$490K +5,151 +3%
CB
278
Community Bank
New York
$17.5M +$1.14M +12,011 +7%
ASN
279
Advisory Services Network
Georgia
$17.5M -$619K -6,500 -4%
RSWM
280
Robertson Stephens Wealth Management
California
$17.4M -$7.43M -78,050 -31%
BPA
281
Beacon Pointe Advisors
California
$17.4M -$1.03M -10,832 -6%
T
282
TrueFG
Texas
$17.3M +$648K +6,805 +4%
FHA
283
First Horizon Advisors
Tennessee
$17.3M -$4.5M -47,234 -21%
BWM
284
Baron Wealth Management
Michigan
$17.3M +$591K +6,205 +4%
YIA
285
YHB Investment Advisors
Connecticut
$17.2M +$471K +4,950 +3%
LFS
286
Lutz Financial Services
Nebraska
$17.1M +$427K +4,486 +3%
CA
287
Cornerstone Advisory
Maryland
$17M -$524K -5,508 -3%
FNBT
288
FineMark National Bank & Trust
Florida
$17M +$231K +2,430 +1%
AWM
289
Apollon Wealth Management
South Carolina
$16.9M -$8.09M -84,934 -33%
BWM
290
BerganKDV Wealth Management
Minnesota
$16.9M +$827K +8,687 +5%
NYLIM
291
New York Life Investment Management
New York
$16.9M +$2.86M +30,034 +22%
RVPG
292
Relative Value Partners Group
$16.7M -$113K -1,188 -0.7%
EW
293
Enzi Wealth
Texas
$16.6M +$926K +9,727 +6%
FMWA
294
Forvis Mazars Wealth Advisors
Missouri
$16.6M -$554K -5,820 -3%
JA
295
JVL Associates
Michigan
$16.4M +$94.7K +995 +0.6%
PAI
296
Pittenger & Anderson Inc
Nebraska
$16.4M +$962K +10,101 +7%
WJA
297
Willis Johnson & Associates
Texas
$16.3M -$802K -8,423 -5%
FA
298
Flagstar Advisors
New York
$16.3M -$3.73M -39,150 -19%
FHC
299
Fort Henry Capital
West Virginia
$16.2M +$195K +2,051 +1%
WAP
300
Wealthcare Advisory Partners
Pennsylvania
$16.2M +$567K +5,955 +4%