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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
351
Beaumont Financial Advisors
Massachusetts
$518K -$627 -12 -0.1%
PWS
352
Peloton Wealth Strategists
Indiana
$514K +$15.7K +300 +3%
CFA
353
Cahill Financial Advisors
Minnesota
$513K +$491K +9,392 New
CT
354
Coastline Trust
Rhode Island
$510K +$20.4K +390 +4%
HH
355
Hilltop Holdings
Texas
$506K +$69K +1,320 +17%
PJSIMP
356
P.J. Schmidt Investment Management (PJS)
Wisconsin
$487K +$466K +8,924 New
JA
357
JOYN Advisors
Georgia
$486K +$444K +8,500 +2,125%
HCMT
358
Highland Capital Management (Tennessee)
Tennessee
$482K
HCM
359
Harvest Capital Management
New Hampshire
$476K
Brown Advisory
360
Brown Advisory
Maryland
$471K -$54.6K -1,044 -11%
MA
361
Montag & Associates
Georgia
$468K +$97.2K +1,860 +28%
DSC
362
Duncker Streett & Co
Missouri
$466K +$149K +2,848 +50%
FHA
363
First Horizon Advisors
Tennessee
$463K -$14.6K -280 -3%
FT
364
Fiduciary Trust
Massachusetts
$454K
CCT
365
Capital City Trust
Florida
$452K -$972K -18,600 -69%
WTC
366
WhitTier Trust Company
Nevada
$452K -$5.75K -110 -1%
BHBT
367
Burke & Herbert Bank & Trust
Virginia
$451K +$30K +574 +7%
HB
368
Homrich & Berg
Georgia
$445K +$426K +8,148 New
BCM
369
Brookmont Capital Management
Texas
$443K -$2.09K -40 -0.5%
PA
370
Planning Alternatives
Michigan
$439K -$220K -4,206 -34%
AIA
371
Alerus Investment Advisors
Minnesota
$435K +$52K +994 +13%
VF
372
Virtu Financial
New York
$435K +$169K +3,230 +68%
P
373
Pitcairn
Pennsylvania
$430K +$23K +440 +6%
BG
374
Bahl & Gaynor
Ohio
$419K +$8.36K +160 +2%
TIA
375
Tiemann Investment Advisors
California
$419K +$401K +7,670 New