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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PHK
326
Point72 Hong Kong
Hong Kong
$1.4M +$1.3M +24,908 New
WA
327
WBH Advisory
Maryland
$1.38M -$2.19K -42 -0.2%
BJ
328
Brouwer & Janachowski
California
$1.36M
BA
329
BlackRock Advisors
Delaware
$1.35M +$1.25M +24,000 New
MC
330
Middleton & Co
Massachusetts
$1.34M -$291K -5,584 -19%
CONA
331
Capital One National Association
New York
$1.34M -$613K -11,742 -33%
FPTW
332
Franklin, Parlapiano, Turner & Welch
Texas
$1.3M
DWT
333
Dorsey & Whitney Trust
South Dakota
$1.29M
PC
334
Premise Capital
Illinois
$1.28M -$807K -15,466 -40%
WT
335
Whittier Trust
California
$1.26M -$23.1K -442 -2%
PA
336
Pinnacle Associates
New York
$1.26M -$82.5K -1,580 -7%
RCA
337
Rowland Carmichael Advisors
Arizona
$1.25M +$1.16M +22,256 New
BRWA
338
B. Riley Wealth Advisors
Florida
$1.24M -$25.8K -494 -2%
BWAM
339
Boyd Watterson Asset Management
Ohio
$1.23M +$136K +2,600 +13%
RW
340
Rand Wealth
Maryland
$1.23M -$99.8K -1,912 -8%
FHC
341
First Heartland Consultants
Missouri
$1.21M -$1.47M -28,122 -57%
FFWA
342
FRG Family Wealth Advisors
Washington
$1.2M
TFCP
343
Twin Focus Capital Partners
Massachusetts
$1.2M +$510K +9,764 +85%
FTS
344
Fifth Third Securities
Ohio
$1.2M +$1.11M +21,244 New
RA
345
Rational Advisors
New York
$1.18M +$1.1M +21,000 New
CFB
346
Cullen/Frost Bankers
Texas
$1.18M +$27.1K +520 +3%
RJT
347
Raymond James Trust
Florida
$1.15M -$151K -2,886 -12%
CCMG
348
Clark Capital Management Group
Pennsylvania
$1.13M +$42K +804 +4%
TI
349
Truepoint Inc
Ohio
$1.12M +$18.4K +352 +2%
BHBT
350
Burke & Herbert Bank & Trust
Virginia
$1.12M +$37K +708 +4%