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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AL
401
Aspiriant LLC
California
$547K +$7.45K +126 +1%
SFA
402
Sequoia Financial Advisors
Ohio
$545K +$828 +14 +0.2%
SCG
403
Sonata Capital Group
Washington
$542K
JIP
404
Jaffetilchin Investment Partners
Florida
$541K -$114K -1,936 -17%
RWA
405
Ropes Wealth Advisors
Massachusetts
$541K +$44.3K +750 +9%
BFA
406
Beaumont Financial Advisors
Massachusetts
$536K +$21.5K +364 +4%
TFCP
407
Twin Focus Capital Partners
Massachusetts
$536K +$31.6K +534 +6%
CCM
408
Canal Capital Management
Virginia
$528K +$325K +5,504 +159%
BCM
409
Brookmont Capital Management
Texas
$527K -$15.6K -264 -3%
SNT
410
Security National Trust
West Virginia
$522K
LWCFA
411
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$517K -$195K -3,300 -27%
BUB
412
BBVA USA Bancshares
Texas
$515K -$3.02M -51,028 -85%
1GA
413
1st Global Advisors
Texas
$512K
SCA
414
Salient Capital Advisors
Texas
$502K +$9.58K +162 +2%
CT
415
Coastline Trust
Rhode Island
$501K -$2.96K -50 -0.6%
HCM
416
Howland Capital Management
Massachusetts
$497K
PTB
417
Pioneer Trust Bank
Oregon
$496K -$11.8K -200 -2%
PWS
418
Peloton Wealth Strategists
Indiana
$493K -$61.5K -1,040 -11%
AW
419
ACG Wealth
Georgia
$489K +$102K +1,728 +26%
CCT
420
Capital City Trust
Florida
$484K
HCMT
421
Highland Capital Management (Tennessee)
Tennessee
$478K +$14.5K +246 +3%
BWFA
422
Baltimore-Washington Financial Advisors
Maryland
$475K -$4.49K -76 -0.9%
BAS
423
Brown Advisory Securities
Maryland
$474K
BCM
424
BTC Capital Management
Iowa
$474K
Two Sigma Investments
425
Two Sigma Investments
New York
$472K -$5.99M -101,236 -93%