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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHC
301
Fort Henry Capital
West Virginia
$14.3M +$529K +5,320 +4%
GGS
302
Galvin Gaustad & Stein
Arizona
$14.1M +$806K +8,102 +6%
BSSFA
303
Baron Silver Stevens Financial Advisors
Florida
$14M +$511K +5,142 +4%
PCFFS
304
Pacific Center for Financial Services
California
$14M +$29K +292 +0.2%
VVP
305
Venture Visionary Partners
Ohio
$13.9M +$44.5K +447 +0.3%
SAM
306
Summit Asset Management
Tennessee
$13.8M +$378K +3,799 +3%
TGAM
307
TBH Global Asset Management
Tennessee
$13.8M +$2.97M +29,855 +25%
CTC
308
Central Trust Company
Missouri
$13.8M -$2.89M -29,023 -16%
TF
309
TimeScale Financial
Massachusetts
$13.6M +$79.1K +795 +0.5%
CGA
310
Crescent Grove Advisors
Illinois
$13.6M +$772K +7,758 +6%
BWM
311
BerganKDV Wealth Management
Minnesota
$13.6M +$376K +3,780 +3%
HF
312
Halpern Financial
Virginia
$13.6M +$2.15M +21,631 +17%
AAS
313
Ameritas Advisory Services
Nebraska
$13.6M +$620K +6,236 +4%
NEPPG
314
New England Professional Planning Group
Rhode Island
$13.6M +$328K +3,297 +2%
ST
315
Smithfield Trust
Pennsylvania
$13.3M +$496K +4,992 +4%
AFS
316
Aft Forsyth & Sober
Florida
$13.2M -$209K -2,100 -1%
BTI
317
Blue Trust Inc
Georgia
$13.2M +$12.1M +121,993 New
PWLP
318
Prio Wealth Limited Partnership
Massachusetts
$13M +$555K +5,577 +4%
RFP
319
Roth Financial Partners
Texas
$13M +$465K +4,678 +3%
EA
320
Evergreen Advisors
Tennessee
$13M +$79.6K +800 +0.6%
NFG
321
Nations Financial Group
Iowa
$13M +$331K +3,324 +2%
FCBT
322
First Citizens Bank & Trust
North Carolina
$13M -$1.95M -19,606 -12%
LSERS
323
Louisiana State Employees Retirement System
Louisiana
$12.8M +$3.85M +38,700 +41%
IWC
324
Integrated Wealth Concepts
Massachusetts
$12.7M -$3.78M -37,967 -22%
RVPG
325
Relative Value Partners Group
$12.7M -$4.01M -40,293 -24%