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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
276
Rehmann Capital Advisory Group
Michigan
$21.4M +$776K +8,053 +4%
PAI
277
Pittenger & Anderson Inc
Nebraska
$21.1M +$1.07M +11,142 +6%
BWM
278
Baron Wealth Management
Michigan
$21M +$1.84M +19,124 +11%
MSA
279
Mason Street Advisors
Wisconsin
$20.9M -$819K -8,500 -4%
CWA
280
CJM Wealth Advisers
Virginia
$20.8M -$495K -5,133 -3%
VFPW
281
Vantage Financial Partners (Wisconsin)
Wisconsin
$20.8M +$1.04M +10,771 +6%
TI
282
Tidal Investments
Wisconsin
$20.7M +$18.5M +191,601 New
RRA
283
Round Rock Advisors
Connecticut
$20.7M -$43.3K -449 -0.2%
EWM
284
Executive Wealth Management
Michigan
$20.7M +$783K +8,127 +4%
TGAM
285
TBH Global Asset Management
Tennessee
$20.5M -$2.61M -27,055 -13%
SMC
286
Smith, Moore & Co
Missouri
$20.4M -$2.4M -24,921 -12%
AWM
287
Apollon Wealth Management
South Carolina
$20.3M +$3.06M +31,719 +20%
CS
288
Credit Suisse
Switzerland
$20.2M +$93.3K +968 +0.5%
LFS
289
Lutz Financial Services
Nebraska
$20.1M +$1.31M +13,594 +8%
AWA
290
Alaska Wealth Advisors
Alaska
$20.1M +$59.8K +620 +0.3%
IWC
291
Integrated Wealth Concepts
Massachusetts
$20M +$958K +9,940 +6%
HTIM
292
Harbour Trust & Investment Management
Indiana
$19.9M +$17.7M +184,050 New
CA
293
Cumberland Advisors
Florida
$19.9M +$1.74M +18,059 +11%
CPG
294
Cornerstone Planning Group
New Jersey
$19.7M +$1.7M +17,671 +11%
BOS
295
Bank of Stockton
California
$19.7M -$546K -5,661 -3%
CGA
296
Crescent Grove Advisors
Illinois
$19.5M +$2.15M +22,281 +14%
YIA
297
YHB Investment Advisors
Connecticut
$19.3M +$263K +2,726 +2%
PP
298
Pegasus Partners
Wisconsin
$19.3M -$399K -4,139 -2%
BHIA
299
Birch Hill Investment Advisors
Massachusetts
$19.1M +$3.49M +36,182 +26%
T
300
TrueFG
Texas
$19.1M -$403K -4,179 -2%