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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
301
Schroder Investment Management Group
United Kingdom
$614K +$594K +12,300 New
PA
302
Planning Alternatives
Michigan
$611K -$2.44M -50,414 -80%
TYCC
303
Texas Yale Capital Corp
Florida
$609K
KIA
304
KCM Investment Advisors
California
$594K +$71K +1,470 +14%
TTWM
305
TCV Trust & Wealth Management
Virginia
$584K
HSA
306
HBK Sorce Advisory
Pennsylvania
$582K -$6.28K -130 -1%
LA
307
Leonetti & Associates
Illinois
$558K -$10.8K -224 -2%
HFS
308
HL Financial Services
Kentucky
$557K +$39.1K +810 +8%
CIC
309
Carnegie Investment Counsel
Ohio
$554K
PTB
310
Pioneer Trust Bank
Oregon
$543K -$25.1K -520 -5%
PCM
311
Parsons Capital Management
Rhode Island
$541K -$3.38K -70 -0.6%
HIMCH
312
Hartford Investment Management Co (HIMCO)
Connecticut
$535K +$518K +10,720 New
M
313
MOTCO
Texas
$526K -$16.4K -340 -3%
HPC
314
HM Payson & Co
Maine
$504K +$58K +1,200 +14%
ANB
315
Amarillo National Bank
Texas
$501K
WSA
316
Willow Street Advisors
Florida
$489K +$116K +2,400 +32%
Brown Advisory
317
Brown Advisory
Maryland
$483K +$67.3K +1,392 +17%
MCC
318
Mid Continent Capital
Illinois
$474K -$7.25K -150 -2%
BFA
319
Beaumont Financial Advisors
Massachusetts
$474K
WI
320
WHV Investments
California
$466K +$237K +4,900 +100%
DCM
321
Donaldson Capital Management
Indiana
$457K +$154K +3,190 +53%
PWS
322
Peloton Wealth Strategists
Indiana
$455K +$2.71K +56 +0.6%
PP
323
Patten & Patten
Tennessee
$453K +$1.45K +30 +0.3%
CT
324
Coastline Trust
Rhode Island
$447K
HCM
325
Hodges Capital Management
Texas
$444K +$430K +8,900 New