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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACGA
301
Atlanta Consulting Group Advisors
Georgia
$21.6M -$8.38M -70,103 -27%
LFS
302
Lutz Financial Services
Nebraska
$21.6M -$358K -2,994 -2%
KWMG
303
King Wealth Management Group
Florida
$21.5M +$1.81M +15,133 +9%
CGA
304
Crescent Grove Advisors
Illinois
$21.5M +$246K +2,062 +1%
EWM
305
Executive Wealth Management
Michigan
$21.4M +$1.91K +16 +0%
NL
306
Navalign LLC
California
$21.3M +$243K +2,037 +1%
CFG
307
Compton Financial Group
Maryland
$21.3M +$654K +5,475 +3%
PWM
308
Proathlete Wealth Management
Florida
$21.1M +$1.51M +12,666 +7%
DWM
309
Dechtman Wealth Management
Colorado
$21.1M -$200K -1,674 -0.9%
CCA
310
Conservest Capital Advisors
Pennsylvania
$21.1M -$3M -25,129 -12%
MAM
311
Madison Asset Management
Wisconsin
$20.9M +$5.64M +47,204 +35%
MIA
312
Madison Investment Advisors
Wisconsin
$20.9M +$21.7M +181,321 New
GBWM
313
Granite Bay Wealth Management
New Hampshire
$20.9M +$21.6M +181,022 New
RFP
314
Roth Financial Partners
Texas
$20.8M -$143K -1,198 -0.7%
AWM
315
Apollon Wealth Management
South Carolina
$20.7M +$3.8M +31,783 +21%
RWP
316
RWA Wealth Partners
Massachusetts
$20.7M +$4.69M +39,252 +28%
PFPT
317
Pinnacle Financial Partners (Tennessee)
Tennessee
$20.6M +$270K +2,262 +1%
TCA
318
Trifecta Capital Advisors
Illinois
$20.6M +$600K +5,024 +3%
ST
319
Sageworth Trust
Pennsylvania
$20.5M -$2.36M -19,763 -10%
TCOV
320
Trust Company of Vermont
Vermont
$20.5M +$4.09M +34,206 +24%
MWC
321
MKD Wealth Coaches
Michigan
$20.5M +$21.2M +177,573 New
PWMAG
322
Pinnacle Wealth Management Advisory Group
New Jersey
$20.4M +$178K +1,488 +0.8%
BFG
323
Bleakley Financial Group
New Jersey
$20.3M +$254K +2,128 +1%
Charles Schwab
324
Charles Schwab
California
$20.2M -$26.8M -224,361 -56%
GIA
325
Gladstone Institutional Advisory
Florida
$20M +$2.78M +23,266 +15%