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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
351
Summit Financial Wealth Advisors
Louisiana
$15.6M +$494K +4,618 +3%
CA
352
Cumberland Advisors
Florida
$15.5M -$10.5M -97,880 -40%
ATC
353
Argent Trust Co
Tennessee
$15.5M -$410K -3,833 -3%
Lido Advisors
354
Lido Advisors
California
$15.4M -$314K -2,934 -2%
MWM
355
Marietta Wealth Management
Georgia
$15.4M -$119K -1,114 -0.8%
Principal Financial Group
356
Principal Financial Group
Iowa
$15.4M +$213K +1,995 +1%
GIA
357
Gladstone Institutional Advisory
Florida
$15.3M +$347K +3,245 +2%
Allspring Global Investments
358
Allspring Global Investments
North Carolina
$15.3M -$27M -252,361 -64%
Manulife (Manufacturers Life Insurance)
359
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.2M -$38.5K -360 -0.3%
LGWM
360
Litman Gregory Wealth Management
California
$15.2M +$4.84M +45,245 +47%
BA
361
Bristlecone Advisors
Washington
$15.1M +$205K +1,914 +1%
RWP
362
RWA Wealth Partners
Massachusetts
$15.1M -$3.45M -32,244 -19%
TCOV
363
Trust Company of Vermont
Vermont
$15.1M -$34.5K -322 -0.2%
FA
364
Flagstar Advisors
New York
$15.1M -$675K -6,307 -4%
DWM
365
Dakota Wealth Management
Florida
$15M -$1.39M -13,002 -8%
PP
366
Pegasus Partners
Wisconsin
$15M -$2.71M -25,339 -15%
VCM
367
Verde Capital Management
Michigan
$14.9M +$633K +5,916 +4%
GC
368
Grimes & Company
Massachusetts
$14.9M +$137K +1,281 +0.9%
CCM
369
Cambridge Capital Management
Illinois
$14.8M +$397K +3,707 +3%
LFS
370
Legacy Financial Strategies
Kansas
$14.7M +$703K +6,567 +5%
XF
371
XML Financial
Maryland
$14.7M -$1.53M -14,321 -9%
CA
372
Capital Advantage
California
$14.5M -$165K -1,539 -1%
MCWS
373
McKinley Carter Wealth Services
West Virginia
$14.4M -$112K -1,048 -0.8%
GS
374
GTS Securities
Florida
$14.4M +$11.7M +109,819 +436%
GPA
375
Guidance Point Advisors
Massachusetts
$14.4M +$1.38M +12,872 +11%