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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
Apollon Wealth Management
South Carolina
$20.9M -$650K -5,433 -3%
PPL
302
Planning Project LLC
Texas
$20.8M +$20.7M +173,293 New
HG
303
Harbor Group
New Hampshire
$20.8M -$493K -4,121 -2%
CGA
304
Crescent Grove Advisors
Illinois
$20.7M -$352K -2,944 -2%
FHC
305
Fort Henry Capital
West Virginia
$20.7M +$265K +2,219 +1%
PAS
306
Park Avenue Securities
New York
$20.6M +$3.9M +32,615 +23%
CA
307
CoreCap Advisors
Michigan
$20.5M +$152K +1,272 +0.8%
ECM
308
Evergreen Capital Management
Washington
$20.5M -$31.3K -262 -0.2%
ETS
309
ESL Trust Services
New York
$20.5M -$5.15M -43,024 -20%
CFA
310
CWS Financial Advisors
Michigan
$20.5M -$376K -3,143 -2%
FWM
311
FFT Wealth Management
Pennsylvania
$20.4M +$830K +6,944 +4%
IWC
312
Integrated Wealth Concepts
Massachusetts
$20.4M -$794K -6,637 -4%
VC
313
Vicus Capital
Pennsylvania
$20.3M -$10.2M -84,940 -33%
WT
314
Washington Trust
Rhode Island
$20.3M +$450K +3,765 +2%
PFA
315
Pure Financial Advisors
California
$20.3M +$419K +3,502 +2%
HI
316
Human Investing
Oregon
$20.2M +$889K +7,432 +5%
MAWA
317
Moss Adams Wealth Advisors
Washington
$20.1M -$81.9M -684,575 -80%
Qube Research & Technologies (QRT)
318
Qube Research & Technologies (QRT)
United Kingdom
$20.1M +$19.4M +162,081 +3,028%
GBWM
319
Granite Bay Wealth Management
New Hampshire
$20.1M +$755K +6,312 +4%
Carson Wealth (CWM LLC)
320
Carson Wealth (CWM LLC)
Nebraska
$20.1M +$2.45M +20,512 +14%
FNBT
321
FineMark National Bank & Trust
Florida
$20M +$1.39M +11,617 +7%
KFP
322
Keener Financial Planning
Texas
$20M +$1.04M +8,731 +6%
CC
323
Courier Capital
New York
$20M +$467K +3,907 +2%
NL
324
Navalign LLC
California
$19.9M -$3.86M -32,254 -16%
IWMWV
325
Ironwood Wealth Management (West Virginia)
West Virginia
$19.8M -$810K -6,776 -4%