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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
376
Transamerica Financial Advisors
Florida
$10.8M +$248K +2,549 +2%
BWIA
377
Bryant Woods Investment Advisors
New York
$10.7M +$755K +7,768 +7%
XF
378
XML Financial
Maryland
$10.7M +$207K +2,135 +2%
FNBOH
379
First National Bank of Hutchinson
Kansas
$10.7M -$1.36M -14,026 -10%
HPWM
380
Highland Private Wealth Management
Washington
$10.7M +$870K +8,957 +8%
BFWA
381
Benchmark Financial Wealth Advisors
Florida
$10.6M -$157K -1,621 -1%
WWA
382
WC Walker & Associates
California
$10.6M -$222K -2,286 -2%
CWAF
383
Core Wealth Advisors (Florida)
Florida
$10.6M +$661K +6,808 +6%
Principal Financial Group
384
Principal Financial Group
Iowa
$10.6M -$81.4K -838 -0.7%
SWA
385
Sax Wealth Advisors
New Jersey
$10.6M +$993K +10,221 +9%
GPA
386
Guidance Point Advisors
Massachusetts
$10.5M +$240K +2,468 +2%
KPWG
387
KFA Private Wealth Group
Virginia
$10.5M +$380K +3,910 +3%
KLI
388
Kelman-Lazarov Inc
Tennessee
$10.5M +$151K +1,553 +1%
ECM
389
Exchange Capital Management
Michigan
$10.5M -$52K -535 -0.4%
TPCW
390
TD Private Client Wealth
New York
$10.5M +$197K +2,033 +2%
GIA
391
Gladstone Institutional Advisory
Florida
$10.4M +$701K +7,214 +6%
GC
392
Grimes & Company
Massachusetts
$10.4M +$126K +1,295 +1%
VBFG
393
Vishria Bird Financial Group
Tennessee
$10.3M +$32.7K +337 +0.3%
BIA
394
Bell Investment Advisors
California
$10.3M +$591K +6,088 +5%
LBC
395
Lowe Brockenbrough & Co
Virginia
$10.3M +$348K +3,582 +3%
NYLIM
396
New York Life Investment Management
New York
$10.3M +$639K +6,574 +6%
JWBC
397
John W. Brooker & Co
California
$10.2M -$57.5K -592 -0.5%
TWM
398
Tradition Wealth Management
Minnesota
$10.2M +$3.47M +35,767 +44%
BFM
399
Boston Financial Management
Massachusetts
$10.1M +$3.77M +38,779 +50%
BHIA
400
Birch Hill Investment Advisors
Massachusetts
$10.1M -$1.11M -11,417 -9%